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tax planning

Taxation of Stock Options and Other Mistakes to Avoid

Stock options are often used as an incentive for key employees and executives. For example, Apple CEO Tim Cook received a $3 million salary in 2021, which may seem relatively small given the enormous value of the company. But the full scope of his compensation package becomes clearer when you also consider he was awarded $82.3 million in stock options [1]. Stock options aren’t just for household names. Companies of many sizes use incentive stock

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Next Year’s Income Tax Planning Starts Now

Have you filed your taxes yet? Whether you have already submitted a return or are waiting until the April 15th deadline, there’s one lesson to be learned: Make things easier on yourself next year! Income tax filing doesn’t have to be a frantic race. If you develop the right habits now, you can take small steps all year long, which will make the tax-filing project much simpler. That can lead to a quicker, smoother filing

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2021 Year End Deadlines

The year is drawing to a close in a flash and this is the time to address important year end deadlines. Following are key things you should be in communication with your advisor about now. Custodians are busier than normal years and we expect delays that haven’t been experienced in the past.  If you haven’t squared away with your SYM team already, we advise making it a priority. 529s Planning to make a contribution to

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