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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 more informed decisions.

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Financial Planning

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.

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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.

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Equity Compensation

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.

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Tax Planning and Preparation

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.

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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

Rethinking Whether to Exercise and Hold Non-Qualified Stock Options for Long-Term Capital Gains

Rethinking Whether to Exercise and Hold Non-Qualified Stock Options for Long-Term Capital Gains

by | Last Updated on Jun 1, 2023

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, leave your NQSOs unexercised and hope the stock price will go up? If you anticipate a higher stock price in the future…

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Concentration Risk and Your Equity Compensation: Reasons and Rebuttals

Concentration Risk and Your Equity Compensation: Reasons and Rebuttals

by | Last Updated on May 19, 2023

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. Unfortunately, the ambiguity associated

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The 10b5-1 Plan: 8 Frequently Asked Questions and Recent Updates

The 10b5-1 Plan: 8 Frequently Asked Questions and Recent Updates

by | Last Updated on May 19, 2023

If you’re an executive or an employee with significant equity in your company from employee stock options, restricted stock units, or other stock grants, you may have a continual need to sell stock. However, SEC regulations, company insider trading policies and fears of allegations of insider trading may prevent proper diversification of holdings. Fortunately for executives and insiders, Rule 10b5-1 trading plans can allow flexibility to sell stock without regard to limitations imposed by company insider trading policies while complying with SEC regulations. Such plans also provide an affirmative defense to allegations of insider trading.

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Simplifying the Equity Compensation Complexities: Keep it, Spend it, or Save it

Simplifying the Equity Compensation Complexities: Keep it, Spend it, or Save it

by | Last Updated on May 31, 2023

If you’re wondering how to maximize the value of your incentive stock options (ISOs), non-qualified stock options (NQSOs), restricted stock units (RSUs), or other forms of equity compensation, you’re not alone. After all, there is plenty to think about if you’ve been granted equity compensation. You may dream of how to strike it rich. You may fear you’ll do something wrong and miss out. You might become mired in taxing technicalities, including AMT calculations. All that thinking can backfire if “TMI” (too much information) prevents you from proceeding.

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