#stocks

Market Month Update - June 10, 2019

As we approach mid-year 2019 mark, markets have had a full cycle of ups and downs with some indexes flirting with all-time highs and with some like Nasdaq flirting with correction territory all within a matter of a few weeks.

For the month of May 2019, US stocks were down -6.45% and US Bonds were up 1.83%. International [Ex-US} was down -5.49% while Real Estate markets were up a fraction at 0.10%. Still the markets year to date overall remain in healthy territory. US Stocks are up 10.89% and Bonds are up 4.85%, while International is up 10.15% and Real Estate charging ahead at 17.3%.

I will be sharing my perspective on the market via a video shortly.

If you like, you can share this update by clicking the Share Button below or through Facebook, LinkedIn or other media.

Until next month.

Regards

 

Salim A Nathani

Tax Planning 2018

Are there any opportunities for executives with large amounts of corporate stock in the 2018 tax law changes?

 

With the new tax law changes, there will be many executive who may be moving to a lower tax bracket. Such executives may want to take advantage of several opportunities before the law sunsets on Jan. 1, 2026. First consideration can be to exercise option on nonqualified stock options [NQOs] at the lower tax rate. Second, consider exercising incentive stock options [ISOs] because they may no longer be subject to the Alternative Minimum Tax [AMT]. For more significant tax savings an Executive can consider electing Section 83(b) with respect to any future grants, whereby allowing more of the appreciation in the shares to be taxed at capital gains rates rather than as ordinary income.

 

If these considerations apply to you and you have further questions we can answer and provide further guidance, reach us at info@benzercapital.com | www.benzercapital.com | [713.979.2300].