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The Motley Fool February 8, 2007 Dan Caplinger	Make the Most of Stock Options: Taxes Stock options can be beneficial to both employees and their employers. In determining the best way to use your options, however, you have to understand the way they're treated for tax purposes.
CFO August 1, 2007 Marie Leone	Lessons in Sitting Pretty Many "paper millionaires" understand less about their stock options than they think.
Financial Advisor April 2005 Bruce W. Fraser	Taking Stock of Options For financial advisors and clients alike, the big questions have always been when and how to exercise options. Timing is everything for realizing gains and avoiding tax liabilities.
The Motley Fool September 22, 2006 Roy Lewis	Avoid the Dreaded AMT Although the alternative minimum tax was intended to apply to high-income taxpayers who take advantage of loopholes, it can also apply to middle-income taxpayers who haven't planned their taxes thoroughly enough. Take steps now to escape the Alternative Minimum Tax.
Registered Rep. December 1, 2002 Jason Van Steenwyk	Honey, I Shrunk the AMT If you understand AMT rules, you will have a growing competitive advantage over advisors who don't. You will attract more affluent (and lucrative) clients. You'll likely lose fewer clients to competitors. You'll find opportunities that other advisors miss.
Financial Planning March 1, 2005 Donald Jay Korn	The Devil's Alternative Savvy planning can shave a few points from the alternative minimum tax, a numbers game where the house always wins.
Financial Planning October 1, 2005 John Nersesian	The Stealth Tax Millions of middle-class clients are falling into the alternative minimum tax (AMT) trap. Here's how financial advisers can help lower clients' total tax bills.
Financial Advisor May 2004 Marla Brill	Employee Stock Options Planning Remains Confusing Advisors must contend with potentially complex tax and retirement issues
The Motley Fool February 19, 2010 Dan Caplinger	Take Your Options and Run Exercising stock options now might be the smart move, because of tax consequences.
CFO December 1, 2006 Marie Leone	Alternative Universe Nothing this side of the Boston Tea Party has raised as much ire as the alternative minimum tax, but there are things you can do to keep from getting mugged.
The Motley Fool February 26, 2007 Rich Duprey	Abundant Options in Alternative Compensation While nearly every investor has heard of stock options, few are likely aware of their close cousins, restricted shares and stock appreciation rights. Even if investors have heard of them, fewer still probably understand how they work.
Financial Advisor April 2006 Eric L. Reiner	Ins And Outs Of Restricted Stock Two varieties of restricted securities are flowering, aiding executives, business owners -- and now investors. Here's what financial advisors need to know about restricted stock units.
BusinessWeek October 2, 2006 Anne Tergesen	Those Options Could Cost You The executives responsible for backdating employee stock options are in big trouble, facing everything from shareholder lawsuits and tax audits to possible jail time. But now innocent employees who received certain kinds of options may get caught in the snare, too.
The Motley Fool February 8, 2007 Dan Caplinger	Make the Most of Stock Options: Planning Stock options can be beneficial to both employees and their employers. Once you get the gist of how stock options work, you can then turn to the question of how to integrate them into your financial plan.
BusinessWeek June 18, 2007 Lewis Braham	Options: Have An Exit Plan Grants are part of your overall portfolio, so you need a clear strategy for selling.
On Wall Street December 1, 2010 Susan L. Hartman	Tactics For 2011 With Congress still in session at press time, there may be more than a few changes to the 2010 and 2011 federal income tax yet to come.
BusinessWeek February 16, 2004 Howard Gleckman	The Stealth Tax The AMT now sideswipes 3 million taxpayers. Think you're not one of them? Better cross your fingers.
Financial Planning May 1, 2010 Scott Schutte	They've Got Options Now is an ideal time for advisors to incorporate comprehensive stock option planning into their services -- especially since many employees who have access to employer stock option plans have little to no understanding of how stock options work.
Knowledge@Wharton	Hedging Their Risk: Creating a Market for Managerial Stock Options Given the recent volatility in the stock market and the amount of equity top managers often hold, it's not surprising that executives are taking steps to minimize their risk, say Wharton researchers...
BusinessWeek November 24, 2003 Ellen Hoffman	A Tax Ambush? Before Dec. 31, do a dry run to see if you're liable for the alternative minimum tax.
CFO Andrew Osterland	Opting for Stock Options Multinationals are still choosing to offer options. They just need to be tailored to local tastes...
BusinessWeek December 4, 2006 Aaron Pressman	Don't Wait Till April The end of the `06 tax year is upon us, so it's time to put your house in order. Here's a list of five places to start.
Financial Planning December 1, 2005	Mailbox AMT Trappings... Hazardous Housecalls?...
The Motley Fool February 8, 2007 Dan Caplinger	Make the Most of Stock Options: The Basics Stock options can give employees of successful companies a huge incentive to work hard toward building shareholder value. Options can be a valuable part of compensation, but you have to manage them well.
Financial Advisor October 2004 Eric L. Reiner	Year-End Tax Strategies, Edition 2004 AMT (alternative minimum tax) and historically low tax rates demand advisors' attention.
Financial Planning March 1, 2007 Julian Block	Shadow Tax The alternative minimum tax is not just a problem for your wealthiest clients anymore. Here's what all your clients need to know.
CFO May 1, 2003 Kris Frieswick	Better Options Disillusioned investors are demanding stronger links between executive pay and long-term performance.
CFO September 1, 2007	From Great to Boring in No Time Letters to the editor: Incorrect Tax Perspective... Disappointment in Sarbox... Measuring Nonfinancial Metrics... etc.
Salon.com July 17, 2002 Scott Rosenberg	When good options turn bad Sure, let's punish stock-option-scamming CEOs and tighten up options accounting. But when options benefit everyday employees, they're worth defending.
BusinessWeek April 26, 2004	How Expensive Will Expensing Options Be? A talk with accounting expert Pat McConnell on the impact of stock options on earnings
Financial Planning December 1, 2010 Matt Brady	Timing Is Everything The era of historically low income tax rates, when investors enjoyed a maximum tax rate of 15% on long-term capital gains is likely coming to a close. In 2011, federal tax rates will likely revert to higher levels, with more increases expected in 2013 and afterward.
Knowledge@Wharton	How Employee Stock Options Can Undermine the Value of Ordinary Shares What effect do options have on the number of stock shares a company has in circulation? The answer can make a big difference when a company computes its earnings per share, and when investors calculate the critical price-to-earnings ratio.
The Motley Fool November 11, 2005 Roy Lewis	The End Is Near. Save Now! The year will be over before you know it. Make sure you know how to save on your taxes before it's too late.
Salon.com April 18, 2001 Damien Cave & Amy Standen	Death to the AMT! Silicon Valley gets political as an obscure tax clause strikes deep at the wallets of the rich and the middle class...
The Motley Fool November 1, 2004 Dayana Yochim	How to Shop on the Clock Doctors' bills? Disability insurance? Company stock? Put it on the boss's tab.
American Family Physician December 15, 2006	Exercise: How to Get Started An informative guide: Why should I exercise?... Who should exercise?... What kind of exercise should I do?... How long should I exercise?... etc.
Financial Advisor December 2004 Karen DeMasters	Holding The Line The Working Families Tax Act of 2004 does not solve the growing problem of the alternative minimum tax system, but it at least postpones the problem for some taxpayers for another year.
Inc. December 2004 Jonathan Sprague	Closing the Books It's time to settle accounts for 2004 -- and prepare for a fruitful 2005. Here are three ways to get the most out of the annual end-of-the-year bookkeeping scramble.
On Wall Street April 1, 2011 Susan L. Hartman	Tax Tips For This Year And Next Tax-aware advisors are preparing to counsel investors on everything, from the short-term nature of tax breaks, to maximizing cash flows and retirement plan distribution planning.
The Motley Fool May 23, 2006 Roy Lewis	Surprise! More New Tax Rules The IRS changes just keep coming. Earlier this month, the House and Senate passed HR 4297, The Tax Increase Prevention and Reconciliation Act of 2005. Here are some of the highlights of the new law.
Knowledge@Wharton	Re-examining Stock Options as a Way to Compensate Executives Now that an underperforming stock market and the excesses of Enron have focused new attention on the use and abuse of stock options as a way to incentivize senior managers, what changes, if any, should companies make in their design of compensation packages?
The Motley Fool November 5, 2004 Roy Lewis	Are Your Taxes Ready for 2005? Here are some tips to consider while preparing for the new year.
The Motley Fool January 11, 2010 Rick Aristotle Munarriz	Do No Evil, Revisited Google may never live down last year's stock options repricing.
The Motley Fool December 23, 2005 Philip Durell	First Data Fiddles Around A stock-option plan won't hurt the parent company of Western Union financially, or change its valuation, but it does say something about the board and the executives who deem it worth fiddling with the plan to dress up future income statements.
The Motley Fool November 2, 2005	Capital Gains Rates If you haven't been paying attention, capital gains tax rates, which is what you pay on gains from the sale of stock (among other assets), are not the same as they were several years ago. Know what to expect when you sell those stocks.
The Motley Fool December 20, 2005 Dayana Yochim	Shop on the Clock Why pay for things like doctors' bills, disability insurance, and baby-sitting if your boss is willing to pick up the tab? How to milk your employer for every last penny that is rightfully yours.
Financial Advisor October 2012 Eric L. Reiner	The Winds Of Limbo Roar Financial advisors need to keep in mind that next year's tax rules could change before, or after, 2013 arrives.
Financial Advisor December 2005 Sydney LeBlanc	SMAs Make Taxes, Well ... Not So Taxing Here are some strategies for financial advisors to help keep clients' dollars out of harm's way at tax time.
BusinessWeek December 19, 2005 Jane Sasseen	Stock Options: Old Game, New Tricks Companies are finding ways to lower options costs despite stricter rules.
AskMen.com Dave Golokhov	Exercise And Life Span Just 15 minutes of exercise per day can extend your life span by nearly three years, according to a recent study done in Taiwan.