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Year-End Checklist for Stock Options, Restricted Stock, and ESPPs
Bruce Brumberg in Forbes; subscription may be required 
Dec. 10, 2021 "[1] Should you plan for tax-law changes by Congress? ... [2] Income-shifting and multi-year planning ... [3] Withholding may not cover taxes owed ... [4] Incentive stock options ... [5] Year-end planning for pre-IPO and IPO companies ... [6] Confirm dates for exercise and vesting: 2021 or 2022?" |
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