Putting The “Success” Into Succession Planning

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Tax Strategies with Incentives Stock Option Plans

Tax Strategies with Incentives Stock Option Plans

Question:        I hold incentive stock options which I received from my employer. Since the stock is trading above the option exercise price, should I exercise the options and acquire shares of employer stock or do a cashless exercise?

Avoiding the Tax Trap in Transferring Installment Sale Obligations

Avoiding the Tax Trap in Transferring Installment Sale Obligations

Question: I just sold stock in my corporation to a third party and received a cash payment upfront with the balance of the sale proceeds to be paid to me in the future. Since I do not need the additional funds, can I make a gift to my children of the right to the future payments?

Creative Retirement Designs for Small Business Owners

Creative Retirement Designs for Small Business Owners

For many small business owners, the key retirement plan decision is not what type of plan to adopt, but where the 401(k) plan funds should be invested. While 401(k) plans are the overwhelmingly popular plan of choice for employers, consider that alternative plan design options are available to maximize benefits for company owners with both 401(k) plans and other types of qualified retirement plans.