Tax Planning Strategies For Individuals During These Unprecedented Times

The Covid-19 relief legislation and the depressed stock market allow for or adjustments to retirement plans and employment or business-related equity holdings. Rachel Efthemes, Olga Lubomirsky, and Allison Towle of Mazars examine tax-advantaged opportunities to modify your retirement planning, exercise nonqualified stock options, and diversify concentrated positions...

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May / June 2020


 

Tax Planning Strategies For Individuals During These Unprecedented Times

The Covid-19 relief legislation and the depressed stock market allow for or adjustments to retirement plans and employment or business-related equity holdings. Rachel Efthemes, Olga Lubomirsky, and Allison Towle of Mazars examine tax-advantaged opportunities to modify your retirement planning, exercise nonqualified stock options, and diversify concentrated positions...

Read more

 

May / June 2020


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