Sentences with phrase «tax planning exercise»

Simon mainly deals with cases involving solicitors, barristers and accountants, often when professionals acts together to administer an estate or as part of a tax planning exercise.

This may end up being an effective tax planning exercise in the long run.

Not exact matches

As long as your company designs its plan properly, the employees who receive nonqualified options won't owe taxes on their options until they exercise them.

Shares that are exchanged by a participant or withheld by Apple to pay the exercise price of an option or stock appreciation right granted under the 2014 Plan, as well as any shares exchanged or withheld to satisfy the tax withholding obligations related to any option or stock appreciation right, will not be available for subsequent awards under the 2014 Plan.

However, Shares used to pay the exercise price or purchase price of an option or stock appreciation right or to satisfy tax withholding obligations relating to such awards do not become available for future issuance under the 2013 Plan.

«Total CEO realized compensation» for a given year is defined as (i) Mr. Musk's salary, cash bonuses, non-equity incentive plan compensation and all other compensation as reported in «Executive Compensation — Summary Compensation Table» below, plus (ii) with respect to any stock option exercised by Mr. Musk in such year in connection with which shares of stock were also sold other than to satisfy the resulting tax liability, if any, the difference between the market price of Tesla common stock at the time of exercise on the exercise date and the exercise price of the option, plus (iii) with respect to any restricted stock unit vested by Mr. Musk in such year in connection with which shares of stock were also sold other than automatic sales to satisfy the Company's withholding obligations related to the vesting of such restricted stock unit, if any, the market price of Tesla common stock at the time of vesting, plus (iv) any cash actually received by Mr. Musk in respect of any shares sold to cover tax liabilities as described in (ii) and (iii) above, following the payment of such amounts.

in the case of our directors, officers, and security holders, (i) the receipt by the locked - up party from us of shares of Class A common stock or Class B common stock upon (A) the exercise or settlement of stock options or RSUs granted under a stock incentive plan or other equity award plan described in this prospectus or (B) the exercise of warrants outstanding and which are described in this prospectus, or (ii) the transfer of shares of Class A common stock, Class B common stock, or any securities convertible into Class A common stock or Class B common stock upon a vesting or settlement event of our securities or upon the exercise of options or warrants to purchase our securities on a «cashless» or «net exercise» basis to the extent permitted by the instruments representing such options or warrants (and any transfer to us necessary to generate such amount of cash needed for the payment of taxes, including estimated taxes, due as a result of such vesting or exercise whether by means of a «net settlement» or otherwise) so long as such «cashless exercise» or «net exercise» is effected solely by the surrender of outstanding stock options or warrants (or the Class A common stock or Class B common stock issuable upon the exercise thereof) to us and our cancellation of all or a portion thereof to pay the exercise price or withholding tax and remittance obligations, provided that in the case of (i), the shares received upon such exercise or settlement are subject to the restrictions set forth above, and provided further that in the case of (ii), any filings under Section 16 (a) of the Exchange Act, or any other public filing or disclosure of such transfer by or on behalf of the locked - up party, shall clearly indicate in the footnotes thereto that such transfer of shares or securities was solely to us pursuant to the circumstances described in this bullet point;

Shares used to pay the exercise price of an Award or to satisfy the tax withholding obligations related to an Award will become available for future grant or sale under the Plan.

Shares used to pay the exercise price of an award or satisfy the tax withholding obligations related to an award will become available for future grant or sale under the 2014 Plan.

Facebook said he will use the «substantial majority» of the windfall to cover the massive tax bill he'll be hit with, thanks to his plan to exercise a large stock - options grant that will increase his ownership stake in the company he founded.

In its financial plan narratives, the DOB suggested high - income earners were delaying some profit - taking and bonus - claiming (including the exercise of stock options) in anticipation of the new Trump administration's plans for a big federal tax cut, effective as soon as 2019.

The Plan: I suggest doing this exercise early in the workout while you are fresh, since it taxes the lower back significantly.

Furthermore, an understanding of taxes can lead to strategic planning that may differentiate between exercising one tranche of shares or another.

Try to offset capital gains with losses as part of a year - end tax loss selling exercise, and plan RRSP contributions, if age - eligible and you have room.

Well my problem is to choose between a good pension plan and a good ELSS AND both these options I want to exercise purely for tax saving.

Suggestion 2: When you exercise ISOs, always use tax planning software to forecast the tax consequences.

I had planned to forgo SEPP 72 (t) distributions during early retirement, due to the strict rules and administrative headaches associated with them, but if I know I'll need to withdraw a set amount from my tax - advantaged accounts every year, it makes sense to set up SEPP because this exercise has shown that it is the most tax - efficient way of accessing retirement - account money early.

In Fairmont, the Supreme Court found that Fairmont's desire to maintain a tax - neutral position was not sufficiently planned or precise to justify the court exercising its equitable jurisdiction.

If an irrevocable trust is the plan owner, a tax advisor should be consulted prior to exercising this option.