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FINANCIAL PLANNING

Exercising Options and Deferring Taxes with the 83(i) Election Thumbnail

Exercising Options and Deferring Taxes with the 83(i) Election

The 83(i) election was introduced with the Tax Cuts and Jobs Act of 2017 to help employees of private companies exercise their stock options by deferring the inclusion of the exercise’s “bargain element” income and thus their tax liability at exercise by up to five years.

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