【24h】

TAX α LPHA

机译:税收αLPHA

获取原文
获取原文并翻译 | 示例
           

摘要

Know anyone with appreciated employer stock in their defined-contribution plan accounts? They may be sitting on an opportunity to save substantially on their taxes - or, if they move the stock to the wrong place, they may be shooting themselves in the foot. "The opportunity revolves around 'net unrealized appreciation,' or NUA," said Chad Smith, a wealth management strategist at broker-dealer HD Vest Investment Services. "The rule has been on the books for a long time, but not everybody is aware of it," he added. NUA is the difference between a taxpayer's basis in employer stock held in an employer-sponsored qualified retirement plan, and its market value at any given time.
机译:在定额供款计划账户中认识任何拥有赞赏的雇主股票的人吗?他们可能正坐在一个机会上,以节省大量税款;或者,如果将股票转移到错误的位置,则可能是自己开枪了。经纪交易商HD Vest Investment Services的财富管理策略师查德·史密斯(Chad Smith)说:“机会围绕'未实现的净增值'或NUA。”他补充说:“该规则已经存在很长时间了,但是并不是每个人都意识到这一点。” NUA是纳税人在雇主资助的合格退休计划中所持雇主股票的基础与其在任何给定时间的市场价值之间的差额。

著录项

  • 来源
    《Accounting today》 |2015年第4期|21-21|共1页
  • 作者

  • 作者单位
  • 收录信息
  • 原文格式 PDF
  • 正文语种 eng
  • 中图分类
  • 关键词

相似文献

  • 外文文献
  • 中文文献
  • 专利
获取原文

客服邮箱:kefu@zhangqiaokeyan.com

京公网安备:11010802029741号 ICP备案号:京ICP备15016152号-6 六维联合信息科技 (北京) 有限公司©版权所有
  • 客服微信

  • 服务号