The turmoil in the stock market highlights several planning
issues for your clients. Although tax considerations should not be the
primary incentive for investment decisions, market events have made this
year-end a critical time for investment and tax planning. To help you
meet the needs of your clients, the
CalCPA
Personal Financial Planning Committee
offers the following resources.
Publication
of resources does not constitute endorsement by the California Society
of CPAs. Items published, unless otherwise specified, represent the
views of the authors and individuals quoted.
The Challenge of Success:
Stock options as a form of compensation have become more complex.
Learn how to perform equity compensation
analysis and what factors
to consider if you are a stock option holder.
