[This is part of a series of posts on the home buying process I'm going thru. To see the full set, visit the house category archives.]

This morning I met with my new tax advisor to discuss things related to home buying and stock option related taxes. I brought the previously mentioned spreadsheet with me to get a sanity check on my thinking.

Ken suggested a minor adjustment to the "tax benefit" calculation, namely pegging it at 33%, but said it was pretty accurate otherwise. (Thanks, Nelson.) So it looks like things are on track from his point of view. It was very helpful to get his validation of my approach to handling my money.

Next up: checking out a townhouse tomorrow morning.

Posted by jzawodn at January 19, 2004 09:25 PM

Reader Comments
# Ted said:

For those of us who haven't checked out the spreadsheet, what's the 33% mean? 33% of income? "tax benefit"?

on January 20, 2004 12:13 AM
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