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Work & Money

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6 Tips for Executives During Tax Season and Beyond

,Work & Money
Article
The tax year may have ended on December 31, but there are still some tax-favorable opportunities that you may be able to take advantage of before tax-day 2025. Consider these six tips as you prepare your U.S. federal income tax returns and plan for future tax seasons.

10b5-1 Plan Changes: What You Should Know

,Work & Money
Article
A Rule 10b5-1 plan can provide executives with an affirmative defense against insider trading liability. Here are key changes to be aware of.

4 Tax Considerations for Equity Compensation

,Work & Money
Video
Discover four things that Morgan Stanley Financial Advisor Carolina Silva encourages clients to think about as they plan for—and look to reduce—taxes on their equity compensation.

Understanding Restricted And Performance Stock

,Work & Money
Article
Restricted stock and performance stock typically provide immediate value at the time of vesting and can be an important part of your overall financial picture. Understanding what they are and your options for covering any associated taxes can help you make the most of the benefits they may provide.