Wealth Management in a Way that is Easy to Understand 

 

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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 it easier!

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

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

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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. 

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.

Investment Management

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

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 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

Why Exercising Incentive Stock Options When the Stock Price is Down May Not Be Your Best Strategy

Why Exercising Incentive Stock Options When the Stock Price is Down May Not Be Your Best Strategy

Wouldn’t it be great if your company stock price only ever went up—especially if you’re participating in its growth through incentive stock options (ISOs)? Unfortunately, that’s not always how the world turns. If the share price goes down instead, you may be bummed to see the value of your incentive stock options is less than what it once was. However, a down stock price might mean that you could score some tax breaks if you exercise and hold some of those ISOs. When the price is down, the move might help minimize alternative minimum tax (AMT).

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What Equity Compensation Shares Are the Best to Contribute to a Donor Advised Fund? Part 2

What Equity Compensation Shares Are the Best to Contribute to a Donor Advised Fund? Part 2

To achieve this win-win ideal, it’s important to be deliberate about which equity compensation share lots you donate, as well as whether you donate them as post-sale cash proceeds, or unsold shares. We concluded that cash isn’t necessarily king when donating to a DAF. Directly donating low basis, long-term shares usually reigns supreme.

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Considering Your Incentive Stock Options: Some Caveats About Taking A Qualified Disposition

Considering Your Incentive Stock Options: Some Caveats About Taking A Qualified Disposition

Who doesn’t love a great tax break? You and I can’t personally reverse a bear market or revise Federal regulations. But we do get to decide when and how to exercise, hold, and sell our incentive stock options (ISOs), dictating whether we have a qualified disposition or disqualified disposition. Why not make best use of your tax-planning powers when you do?

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