Managing Your Q1 Tax Gap: Strategies for Executives скачать в хорошем качестве

Managing Your Q1 Tax Gap: Strategies for Executives

First-quarter bonuses and equity vesting can create unexpected tax liabilities when standard withholding falls short. In this webinar, Principal Joshua Norman, JD, explores practical Q1 tax planning strategies, including safe harbor rules, estimated tax payments, and equity compensation considerations for RSUs, ISOs, and NSOs. Learn to identify time-sensitive actions that may help you avoid underpayment penalties and better align your withholding with your actual tax obligations. The information provided in this video is for informational purposes only and should not be considered personalized financial, tax, or legal advice. Every individual’s financial situation is unique, and viewers should consult with a qualified professional before making any financial decisions. Cerity Partners LLC is an SEC-registered investment adviser. Registration does not imply a certain level of skill or training. For more information, including our services, fees and potential conflicts of interest, please review our Form ADV and other disclosures at www.adviserinfor.sec.gov ©2025 Cerity Partners LLC. All Rights Reserved.