Comments on: Net Unrealized Appreciation

By: jblankenship

jblankenship — Sun, 24 Jan 2010 20:59:59 +0000

Thanks, Roger – I always wonder about the “plain english” part, though… thanks for the reassurance.

By: Roger Wohlner

Roger Wohlner — Sun, 24 Jan 2010 19:44:10 +0000

Jim, excellent post. Great job of explaining this potentially beneficial planning tool in plain English.

By: jblankenship

jblankenship — Sun, 27 Sep 2009 16:54:16 +0000

Great catch – I saw the point you were referring to and have cleared up the confusing text. Essentially, when taking advantage of the NUA provision, as long as you’ve had a triggering event (termination of employment is the most likely), there is no penalty on the distribution of the company stock when the entire account is distributed in one tax year.

Thanks for pointing it out!

By: IRS Tax Penalty

IRS Tax Penalty — Sun, 27 Sep 2009 05:21:12 +0000

That was a thought-provoking post if ever I have seen one. I can’t say that I completely agree with you about the IRS Tax Penalty though, could you clarify your thoughts on that?