Corporate Executives Face Special Tax Issues
You Should Address Immediately
Corporate executives typically encounter a myriad of tax-related transactions unique to them that involve special tax rules - - deferred compensation, stock options, net unrealized appreciation in qualified plan-held stock, etc.
Now place on top of those already complex challenges the potential tax law changes coming in 2013!
What your corporate executive clients choose to do - - or fail to do - - the next few months before this year-end may have a huge five, six or even seven figure impact on the income taxes they will pay!
They’re looking to you for the right advice and you need to know the answers to:
- Exactly how are non-qualified Stock Options taxed and what’s the best time to exercise them?
- Should Deferred Compensation continue to be deferred into 2013, or should some of it be accelerated into 2012 - - and how much?
- How can the Net Unrealized Appreciation tax trap be avoided or minimized?
- What tax-wise strategies can be used to hedge an executive’s stock portfolio that has a large concentration of his or her company stock?
- What’s the best time to harvest stock capital gains and losses - - and in what amounts?
- What’s the impact of the coming 3.8% Affordable Health Care Surtax on each of these decisions?
Whether you’re a CPA, financial advisor or estate planning attorney, please join us and nationally renowned CPA and tax authority, Robert S. Keebler for a special 60-minute program entitled “Income Tax Planning for Executives”.