83(b) Election?

49 votes

Flow chart or checklist to help clients decide whether to use the 83(b) election.

Under consideration Suggested by: Jacqueline Neubert Reynolds (21 Aug, '20) • Upvoted: 17 Feb • Comments: 3

Comments: 3
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05 Jul, '23
Laura Walsh
Highlighted comment

This issue doesn't come around a lot, but when it does it usually comes from a HNW client. As advisors, we could add a lot of value here.
02 Sep, '21
Nick Chiricosta
I would like to see this
27 Jun, '24
Bruce Herbert
6/26/2024: just had a prospect inquiry today that asked for advice on this very topic.