When you receive equity compensation in the form of restricted stock, non-qualified stock options, or incentive stock options, you may have the opportunity to make an 83(b)…
Wealth Management for anyone with Equity Compensation and Employee Stock Options
Whether you want to figure out how your employee stock options may impact you at tax time or you’re interested in how to exercise your employee stock options, use our free resources to help make it easier!
Use our financial calculators to help you answer some common questions about equity compensation.
Read about the latest in equity compensation, financial planning, tax strategies, and more!
Make sure to download your copy of “The Ultimate Guide to Incentive Stock Options.”
We help motivated clients make big decisions, pursue ambitious goals, and plan a comfortable retirement.
In depth, digestible articles that help you make sense of your incentive stock options, non qualified stock options, restricted stock, other equity compensation, and more
When you receive equity compensation in the form of restricted stock, non-qualified stock options, or incentive stock options, you may have the opportunity to make an 83(b)…
If you are lucky enough to be granted incentive stock options (“ISOs”) as part of your compensation package, it’s important to understand the timeline of events.
Employees who receive Restricted Stock Units (RSUs) as part of their compensation will have a number of things to consider. Tax implications, financial planning…
Some employers may allow you to choose how you receive your equity compensation. They may allow you to receive it all in NQSOs or all in RSUs or they may allow you to…
If you have equity compensation and are in an abnormally high-income tax year, it often makes sense to consider how you may be able to offset that pending tax liability.
When it comes to charitable giving, there are many different options, from dropping a dollar in the collection plate at church to starting a private foundation.
Don't miss a thing. Subscribe now to get latest updates from the blog
Sign up now to receive your FREE copy of "The Ultimate Guide to Incentive Stock Options."
Join our mailing list to receive the latest news and updates from this site.
Sign up today for free and be the first to get notified on all things equity compensation, incentive stock options, non qualified stock options, restricted stocks, and more!