Be in Control of Your Financial Future
Wealth management in a way that’s easy to understand
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Whether you’re new to equity compensation, looking to dig a bit deeper, or have built considerable wealth, we have the resources for you.
An Introduction to Equity Compensation
The basics of all things equity compensation, including restricted stock units, employee stock options, and more.
Strategies for Maximizing Equity Compensation
A deep dive into ideas and concepts that may help you mitigate income tax, maximize your equity, and integrate your stock into your personal plan.
Executive and Private Client Planning
Executives and high net worth individuals and families may have unique issues and opportunities to explore. Let us be your guide.
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The Ultimate Guide to Incentive Stock Options
Download your free copy of this informative eBook that will help you understand the basics of incentive stock options.
We Help Motivated Clients
Our team of experienced advisors help clients make big decisions, pursue ambitious goals, and plan a comfortable retirement.
Financial Planning
Comprehensive financial planning is about understanding where you are financially and where you want to be. From here, we work with you to develop clear and specific goals and objectives. And we build a plan to help you meet this goals with clarity with confidence.
Investment Management
Investments solutions are derived with an eye towards the financial plan. The result is a customized investment solution that addresses short-term and long-term needs. One that is tax-efficient, low cost, and fully transparent.
Equity Compensation
Employee stock options (ISO and NSO) and restricted stock units can be confusing and complex. We have years of experience simplifying these concepts, empowering our clients to make informed and educated decisions regarding investment risk, tax planning, and financial goals.
Tax Planning and Preparation
Tax planning is a critical part of your financial plan. We have the resources and experience to evaluate and identify tax planning opportunities, especially as it relates to equity compensation, helping to optimize the value of your assets.
Recent Blog Articles
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
Navigating Tax Time: Tips for Filing Your K-1 Form
For most people, tax time can be a headache—though for earners with traditional compensation packages, it can at least be fairly predictable (W-2 wages, withheld taxes, 401(k) contribution deductions, etc.). If you’re a business owner, partner, or investor in a private company, however, your paperwork might include a Schedule K-1
How Your Income May Influence a Qualified Sale of Incentive Stock Options (ISOs)
Incentive stock options (ISOs) are known far and wide for their preferential tax treatment on the total recognized gain—as long as you meet the holding period requirements for a qualified sale.
The Basics of Equity Compensation
If your employer provides equity compensation as a part of its benefits package, you can expect to receive a wealth of information about the program. If you’re new to the subject, the amount of information and the details can be daunting, especially if you’re not yet familiar with the basics.
When Intentionally Disqualifying ISOs at Year End May Make Sense
Be in Control of Your Financial Future Wealth management in a way that’s easy to understand Schedule a ConsultationTake a Free Assessment Start Your Journey Here Whether you're new to equity compensation, looking to dig a bit deeper, or have built considerable wealth, we have the resources for you. An…
Rethinking Whether to Exercise and Hold Non-Qualified Stock Options for Long-Term Capital Gains Tax
When it comes to evaluating strategies to exercise your Non-Qualified Stock Options (NQSOs), what is your best plan of attack? Do you: Exercise and sell all your NQSOs immediately, cashing out the full proceeds? Exercise your NQSOs and hold shares of stock, hoping the stock price will go up? Or,
Concentration Risk and Your Equity Compensation: Reasons and Rebuttals
Concentration risk is an issue of interest to nearly every employee, executive, business owner, or anyone else holding company stock and employee stock options. What is concentration risk? It’s loosely defined as holding a significant portion of wealth in a single stock, which could result in an inappropriately diversified portfolio.