Income Tax Planning*
Do you use all available techniques to help reduce federal and state income taxes?
Have you considered the following tax investments/strategies?
- Wash Sales
- Tax Equivalent Yield
- Roth IRA Conversions
- Charitable Giving
Employee Stock Options
With a significant trend in the marketplace toward stock option-based compensation, you may have a substantial amount of your net worth in employer stock options.
- Incentive Stock Options (ISOs)
- Non-qualified Stock Options
*Disclosure: Neither United Planners Financial Services of America, nor its representatives or employees provide legal or tax advice. If legal or tax advice or other expert assistance is required, the service of a currently practicing professional should be sought.