Wealth Management in a Way that is Easy to Understand 

 

as-seen-on

All Things Equity Compensation, with Daniel Zajac, CFP®, EA

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!

calculators

Calculators

Use our financial calculators to help you answer some common questions about equity compensation.

articles

Popular Articles

Read about the latest in equity compensation, financial planning, tax strategies, and more!

ebook

Free E-Book

Make sure to download your copy of “The Ultimate Guide to Incentive Stock Options.”

Wealth Management Services 

We help motivated clients make big decisions, pursue ambitious goals, and plan a comfortable retirement. 

home-1

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.

home-2

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. 

home-3

Equity Compensation

Employee stock options (ISO and NSO) and restricted stock can be confusing and complex.  We have years of experience simplifying these concepts, empowering our clients to confidently make informed and educated decisions, helping to maximize the outcomes for their intended goals.

home-4

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

How to Coordinate a Donor Advised Fund and Your Equity Compensation

How to Coordinate a Donor Advised Fund and Your Equity Compensation

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. One way to mitigate the tax bill might be to give to charity. Giving to charity in a high-income tax year makes sense for several reasons. First and foremost, the high-income tax year might be the result of cashing out stock, giving you the cash flow necessary to make such a contribution. A high-income tax year may also be an excellent time to donate to charity because the charitable deduction will result in a higher tax deduction due to the higher tax bracket.

read more
What is a Donor Advised Fund and Why You Might Want to Donate Low Basis Stock

What is a Donor Advised Fund and Why You Might Want to Donate Low Basis Stock

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. While an anonymous greenback in the offering plate might not generate the paperwork necessary to realize any tax benefits and starting a private foundation might seem daunting, a Donor-Advised Fund could be a great option for philanthropic investors.

read more
What You Should Know About the Alternative Minimum Tax and Incentive Stock Options

What You Should Know About the Alternative Minimum Tax and Incentive Stock Options

Most people understand that taxes can be a little more complicated when you have incentives stock options and other equity compensation. What they may not know is that income tax isn’t just about tax brackets to calculate your regular taxable income. The federal income tax system has a sister system that figures how much tax you may owe due to the Alternative Minimum Tax (AMT). AMT may kick in when your income goes over a certain threshold or when you engage in certain activities, namely exercising and holding incentive stock options.

read more
6 Tips to Manage and Mitigate the Alternative Minimum Tax on Incentive Stock Options

6 Tips to Manage and Mitigate the Alternative Minimum Tax on Incentive Stock Options

Incentive stock options are a type of equity compensation you may receive as part of your overall compensation package. Incentive stock options, or ISOs, allow you to buy company stock at a fixed price for a set period of time, regardless of the current fair market value of the stock. In the best circumstances, incentive stock options can be a tool to generate significant wealth if…

read more
What to Expect When Your Company IPOs and How to Prepare for a Liquidity Event

What to Expect When Your Company IPOs and How to Prepare for a Liquidity Event

Being part of an initial public offering, or IPO, is an exciting time. This is when a private company goes through the process of getting listed on a publicly-traded exchange. Where shareholders may have previously only been able to buy or sell the company’s equity in private deals (if allowed by the company), an IPO allows for company stock to be bought, sold, or traded…

read more
What Are the Key Differences Between Restricted Stock and Employee Stock Options?

What Are the Key Differences Between Restricted Stock and Employee Stock Options?

Restricted stock units and employee stock options are commonly-awarded types of equity compensation that you may receive as part of your overall pay from your employer. While both restricted stock units and stock options are forms of equity, they each have particular features and are treated very differently from a tax perspective. Restricted stock units or awards (RSUs) typically…

read more

Let’s Talk About Your Financial Future

Maximize and protect your wealth with integrated, customized planning for a lifetime of success.

Sign Up Now!

Join our mailing list to receive the ebook and our latest news and updates from this site.

You have Successfully Subscribed!

Join Our Newsletter!

Join our mailing list to receive the latest news and updates from this site.

You have Successfully Subscribed!

Don't Miss A Thing!

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!

You have Successfully Subscribed!