Tax Planning

 

 

 

  • Identifying AMT issues
  • General discussion of deductions and income recognition
  • Answer questions about investment tax issues
  • Discuss statement of personal financial position
  • Analyze personal cash flow statement
  • Develop and/or analyze business balance sheet, income statement, cash flow statement, pro forma statements
  • Discuss and educate on employee stock options basics, ISOs, NSOs, planning strategies, etc.
  • Tax implications of various stock plans – Restricted, Phantom, SARs, ESPP
  • Non-qualified deferred compensation programs
  • Income taxation of life insurance and annuity products
  • Investment cost basis research and reporting