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Guide to Estate, Tax and Financial Planning with Stock Options, 2004-2005.


* Guide to Estate, Tax and Financial Planning Financial planning

Evaluating the investing and financing options available to a firm. Planning includes attempting to make optimal decisions, projecting the consequences of these decisions for the firm in the form of a financial plan, and then comparing future performance against
 with Stock Options, 2004-2005, by Carol A. Cantrell Cantrell can refer to:
  • Blu Cantrell, R&B singer
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 (CCH CCH Colegio de Ciencias y Humanidades (Spanish)
CCH Certified Clinical Hypnotherapist
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CCH Country Club Hills (Fairfax City, VA, USA) 
, 2004), is a comprehensive tax and financial planning guide for individuals with stock options and is useful for financial advisers, tax advisers and human capital managers. It begins with the fundamentals of taxation for both incentive stock options and nonqualified options, then covers state, Federal and foreign planning issues, income and estate taxes and financial planning strategies. Other topics include planning strategies for "underwater Underwater

1. The condition a call option is in when its strike price is higher than the market price of the underlying stock.

2. The condition a put option is in when its strike price is lower than the market price of the underlying stock.
" options, dividing options in divorce, gifting them to family members, transferring them to family limited partnerships and much more. 750 pages; $175. Contact (800) 248-3248; www.onlinestore.cch.com.
COPYRIGHT 2005 American Institute of CPA's
No portion of this article can be reproduced without the express written permission from the copyright holder.
Copyright 2005, Gale Group. All rights reserved. Gale Group is a Thomson Corporation Company.

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Article Details
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Author:Fink, Philip R.
Publication:The Tax Adviser
Article Type:Brief Article
Date:Mar 1, 2005
Words:109
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