151. Investment and financial planning.
- Author
-
Head, Wallace L., Weinstein, Steven B., Kochis, S. Timothy, and Raasch, Barbara J.
- Subjects
Financial planning -- Methods ,Hedging (Finance) -- Usage ,Stock options -- Planning ,Tax planning -- Laws, regulations and rules - Abstract
Several tax-and risk-related issues regarding investments may be important in decisions made by estate or financial planners. Traditional wisdom concerning rate and timing of investment return should be questioned for individual clients. Issues concerning hedging, constructive sales under IRC section 1259, and market volatility are important to consider. Waiting to exercise stock options may be more appropriate for persons who are commonly advised to take advantage of relatively lower marginal tax rates and exercise them early.
- Published
- 1999