Author name: Scott Brooks, CFP®

Tax PlanningDecision Flowchart Will I Receive a Step-Up in Basis for the Appreciated Property I Inherited? Flowchart to determine whether […]

Tax PlanningDecision Flowchart Will I Have to Pay Tax on the Sale of My Investment? Flowchart to determine the tax

Tax PlanningDecision Flowchart Will I Have to Pay Tax on My Qualified ESPP? Flowchart to determine the tax treatment of

Tax PlanningDecision Flowchart What Will Have the Least Tax Impact — Harvesting Capital Gains or Roth Conversions? Flowchart to compare

Tax PlanningChecklist What Issues Should I Consider When Doing a Section 1035 Exchange? Checklist of tax and planning considerations for

Tax PlanningChecklist What Issues Should I Consider Regarding My Restricted Stock Units? Checklist of vesting, tax withholding, and planning considerations

Tax PlanningChecklist What Issues Should I Consider Regarding My Non-Qualified Stock Options? Checklist of tax and planning considerations for non-qualified

Tax PlanningChecklist What Issues Should I Consider Regarding My Incentive Stock Options? Checklist of AMT, exercise timing, and tax planning

Tax PlanningChecklist What Documents Do I Need to Collect for Filing My 2025 Tax Return? Checklist of documents and records