Got lots of clients with complicated stock option plans? Could you use a little assistance with calculating the tax ramifications? StockOpter, an Excel-based program, helps you evaluate employee stock ...

Forbes contributors publish independent expert analyses and insights. Bruce makes the law and tax code understandable to everyone. Update (July 7, 2025): Passed by Congress on July 3, 2025, and signed ...

Succession planning is increasing in importance given the aging of the industry. Succession planning is essentially a plan for the business beyond an advisors’ involvement. It’s also a contingency ...

Forbes contributors publish independent expert analyses and insights. Bruce makes the law and tax code understandable to everyone. Year-end is always a key time for financial and tax planning with ...

Startups often cannot pay the high salaries of larger companies. By offering stock options, however, they can build competitive compensation packages that align employee and shareholder interests. To ...

Pursuant to the terms of the Stock Option Plan, the Board of Directors may, from time to time, grant options to directors, officers, employees and consultants of the Company, as permitted by the ...