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7 Year-End Tax Planning Strategies for Executives

As we approach year-end, many executives and professionals will have the opportunity to make some financial decisions that can have a big impact.  Many of these decisions will have tax implications.  Here is a look at a few of these issues and seven strategies that can help. 

The strategies covered in this article: 

  1. Tax Loss Harvesting
  2. Exercising Options
  3. How to Handle Restricted Stock
  4. Tax Bracket Management
  5. Donating Appreciated Securities
  6. Bunching Charitable Donations and Using a Donor-Advised Fund
  7. College 529 Contributions & Gifting

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College Planning: A Guide for Parents and Students

This article was originally published in May 2018 and has been updated to reflect 2019 tax laws.

I recently helped my two children through the college planning process. I learned a great deal and had a lot of help from friends who were a few years ahead of me in the process. If you're like me, hoping that your kids will find their dream school, get accepted and get great scholarships, then I think this information will be helpful to you.  Here we go: 

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