Tax Reform and Your Incentive Stock Options

Paul Kieffer |
Tax Reform
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Favorable tax planning opportunities that may apply to your stock options. The 2017 Tax Cuts and Jobs Act created additional stock option planning opportunities for corporate executives.Of the many recent tax law changes, a few provisions provide expanded planning with respect to incentive stock options (ISOs).Making the right decisions when exercising options can make a big difference, so it’s important to discuss the pros and cons of any strategy with your advisors.


Municipal Fixed Income Quarterly Market Commentary 3Q 2018

Investment Management

In the 3Q 2018 issue of our quarterly publication, we:Provide a round-up of yields across the muni spectrum and an overview of yield curves, performance, and fund flows.Offer our outlook for 4Q, framing it in terms of our core narrative.Explore how—in light of the rising rate environment and the lowering of bond prices—a mitigating factor that may not fully offset lower market values provides support from the income generation perspective.


Year-end Planning After Tax Reform

Anthony Viducic |
Tax Reform

This Issues and Insights discusses year-end tax planning strategies.  It’s important to explore your year-end planning opportunities in light of the sweeping changes made to virtually all areas of federal tax law that went into effect this year.Areas such as income and deduction timing, charitable giving, annual exclusion gifts, and others are discussed.