Tax planning and compliance for investors
Free Online Guides
Welcome to our free online guide to nonqualified options, incentive stock options, employee stock purchase plans and other forms of equity compensation. This page provides a topical index to our extensive online guidance.
Need a book? Our bestselling book Consider Your Options provides a plain language guide to getting the most from stock options, employee stock purchase plans, restricted stock awards and other forms of equity compensation. Our other book on this topic, Equity Compensation Strategies, is a reference and study guide for professionals who advise clients on how to handle stock options.
We have the most complete guidance available on the new refundable credit for old unused minimum tax credit.
details: Refundable AMT Credit
We offer two books on this subject:
Free online guide
Here's a list of pages available in this free online guide.
|That Thing Rich People Do||The fastest, easiest way to learn the principles of investing.|
|Our complete guide to Roth IRAs and Roth accounts in 401k and similar plans: choosing, creating, building and using these accounts.|
|Consider Your Options|
|A plain-language guide for people who receive stock options or other forms of equity compensation.|
|Equity Compensation Strategies|
|A text for financial advisors and other professionals who offer advice on how to handle equity compensation including stock options.|
|Capital Gains, Minimal Taxes|
|Tax rules and strategies for people who buy, own and sell stocks, mutual funds and stock options.|