CASE STUDY: Stock-Based Compensation This case study accompanies the blog, “Smart Tax Planning for your Executive Compensation Package is Critical.” Mario was about to receive some stock-based compensation from his employer, so he contacted his tax advisor to find out what the tax consequences would be. His advisor explained that the tax treatment would depend…

Tax treatment for investments varies dramatically based on factors such as type of investment, type of income it produces, how long you’ve held it and whether any special limitations or breaks apply. On top of that, economic uncertainty has made tax planning for investments especially challenging this year. And there are many additional factors to…

Compensation may take several forms, including salary, fringe benefits and bonuses. If you’re an executive or other key employee, you might receive stock-based compensation, such as restricted stock, restricted stock units (RSUs) or stock options (either incentive or nonqualified). Nonqualified deferred compensation (NQDC) may also be included in your exec comp package. The tax consequences…

It has become a cliché in 2020, but what word other than “unprecedented” can be used to describe the events we’ve experienced this year? During such times, tax planning is far from top of mind. But it’s still important. Smart tax planning can soften the impact of an uncertain economy and provide much-needed relief to…

We are excited to share our exciting news! As our firm approaches our 30th Anniversary, we started looking at our brand, mission, vision and values. As many of you can imagine, coming up with a new brand for Iannuzzi Manetta was quite a process! Since 1990, Iannuzzi Manetta has been the CPAs and Advisors dedicated…

You Can’t Avoid Taxes, but You Can Take Steps to Minimize Them To help you identify strategies that might work for you in 2019, we’re pleased to present this tax planning guide. It provides a refresher on some of the most significant changes that generally went into effect last year under the Tax Cuts and…

Valuable Information to Help You and Your Company Minimize the Tax Burden It’s here! The 2018-19 Tax Planning Guide! It does require some proactive planning, estimating your tax liability, looking for ways to reduce it and taking timely action. If you don’t have the time necessary, we can help. > Reach Out Guide contents include: How…