Stock Options: Estate, Tax, and Financial Planning, 2009 Edition

Topics and Contents

Why Stock Options?
Tax Basics
Alternative Minimum Tax (AMT)
Coping With Tax Problems In A Down Market
Family Gifts Of Stock Options
Family Partnerships And Other Advanced Tax Planning Strategies
Divisions Pursuant To Divorce
Bankruptcy Of The Employee
Retirement Planning
Death Of The Employee And Estate Administration
Insiders And Other Highly Compensated Individuals
Options Earned While Working Overseas
Section 83(B) Elections
State Income Taxation Of Stock Options
Appendix State Income Taxation Of Stock Options