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Maximizing NUA Benefits for Employee Stock Ownership Plans
Nerd's Eye ViewLink to more items from this source
Dec. 30, 2021

"[A]dvisors can help clients who are employees of private companies determine whether they can take advantage of NUA in the first place. For example, employees who work for S corporations may have distribution contingencies in their plan that result in an immediate long-term capital gain tax on distributions that need to be immediately sold, on top of the ordinary income tax due on the original purchase price."

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