Tax Resources at Your Fingertips

We understand that taxes can feel overwhelming, especially when equity compensation is involved. That’s why we’ve gathered helpful information for you in one place.

Exclusive Events

2025 Comprehensive Planning for Year End
  1. Don't leave your tax planning until April! The tax choices you make today can potentially have a big impact on your return. Join our webinars to learn tax strategies you can use, this year and next. Integrating these strategies into your investment process can help focus on tax savings, build wealth and enhance your charitable impact - helping you achieve your financial goals.

     

     

Preparing for Your 2025 Tax Filing: Restricted Stock and Options
  1. In this session we'll discuss how to prepare for 2025 tax filing for Restricted Stock and Stock Options. 

ESPP: Preparing for your 2025 Tax Filing
  1. In this session, we’ll discuss how to prepare for 2025 tax filing for ESPP shares.

     

Your Tax Forms

 

Tax Forms

Stay on top of your tax filing and reporting needs for your equity compensation. Access your tax forms and guides. 

Connect with a Financial Advisor

Request a no-obligation consultation with a Morgan Stanley Financial Advisor to provide education and guidance to help you make the most of your equity benefits.