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Unlocking the mystery of taxes on employer-issued nonqualified stock options

Unlocking the mystery of taxes on employer-issued nonqualified stock options

December 3, 2024

You want to unlock the best possible tax results when exercising employer-issued nonqualified stock options.

The tax consequences of selling mutual funds

The tax consequences of selling mutual funds

June 12, 2024

Investing in mutual funds is popular, but selling shares may result in complicated tax matters. Here are the rules.

What you need to know about restricted stock awards and taxes

What you need to know about restricted stock awards and taxes

November 7, 2023

Perhaps you receive executive compensation in the form of restricted stock awards. Here’s how these awards work, how they’re restricted and an explanation of the tax ramifications.

Investment swings: What’s the tax impact?

Investment swings: What’s the tax impact?

September 21, 2023

For some investors, 2023 has been a wild ride in the stock market. How will that affect your 2023 tax bill? Here’s how to determine the tax impact.

Claiming losses on depreciated or worthless stock

Claiming losses on depreciated or worthless stock

March 13, 2023

If you invest in the stock market, you’ve probably owned some losing shares. Here’s how to claim losses on your tax return for depreciated or worthless stock.

Strategies for investors to cut taxes as year-end approaches

Strategies for investors to cut taxes as year-end approaches

December 21, 2022

The end of the year is a good time to examine your portfolio for tax purposes. Here are some strategies that may save you taxes.