Charitable Giving Strategies for Equity Compensation

By David G. Strege, CFP®, CFA Employees that have stock based compensation can have large yearly swings in income.  The employee has little control of when taxable income is reported for vesting restricted stock or performance shares.  They do have some control of when and how to exercise non-qualified and qualified stock options. In unusually large income years consider deploying  charitable giving techniques.   A gift of cash or low basis stock to a Donor Advised Fund provides the donor control...

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