Top 10 Tips for Year-End Tax Planning
Does it feel like you just finished last year’s taxes? Well, believe it or not it’s almost time to do it again. Every year the tax laws and policies change, so each year you will have to be aware of these changes and additions. However, there are some things that never seem to change. With that in mind let’s review some of the top tax tips for year-end tax planning.
Stock Option
Stock Option Valuation Services Valuation Process Valuation Experience Sample Report Glossary of Terms It is extremely important in today’s regulatory environment that stock options are managed correctly, which includes all the various valuation issues that surround options. Because of this, the valuation analyst must have a working knowledge of stock option plans, in addition…
IRS Extension 409A
IRS Extension 409A The IRS has issued Notice 2007-86 which delay the effective date of the Proposed Regs under Section 409A until January 1, 2009 and by generally extending earlier transitional relief. This provides taxpayers additional transitional relief to come into compliance with forthcoming final regs. Options granted before 2009 won’t be considered as violating…
ESOP Valuation Issues
ESOP Valuation Issues Q&A (Employee Stock Ownership Plan) Valuation Services Valuation Process Valuation Experience Sample Report Glossary of Terms ESOPs have become an effective tool in corporate finance and tax planning. Not only do they provide retirement benefits and incentives to employees but an ESOP can provide unique ways to transition company management in tax…
Employee Ownership Update
Employee Ownership The following article appeared in the New York Times on May 21, 2006 and is one of the best articles about employee ownership that I have seen. It illustrates a few great examples of how employee ownership has helped companies achieve extraordinary success. These Workers Act Like Owners (Because They Are) By William…