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Daily Archives: May 24, 2018

Strategic Estate Planning for Corporate Executives with Equity Compensation Plans

Strategic Estate Planning for Corporate Executives with Equity Compensation Plans

BlogBy Infinitas TeamMay 24, 2018

While the 2018 tax reform has loosened up the estate tax laws and limits, executive stock options and equity compensation plans can still have a major impact on your taxable estate. That’s why I want to share with you one estate planning strategy for corporate executives with equity compensation plans: gifting stock options.

This communication is strictly intended for individuals residing in the states of AL, AR, AZ, CA, CO, CT, FL, GA, HI, IA, ID, IL, IN, KS, KY, MA, MD, MI, MN, MO, NC, ND, NE, NH, NJ, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, VA, WA, WI, WY. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser.
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