Where Complex Equity Options Become Simplified Strategies
Your stock options and RSUs could represent 70% or more of your total compensation package, but some financial advisors and even CPAs may lack the specialized knowledge to help you optimize these valuable benefits.
One wrong move, like exercising ISOs without AMT planning, could cost you tens of thousands in unnecessary taxes. Our goal is to help you avoid these expensive mistakes while maximizing your equity’s wealth-building potential so you can achieve financial freedom on your timeline.
Our Approach: How We Navigate Equity Complexity
ISO (Incentive Stock Option) Planning
- AMT impact analysis and timing strategies
- Exercise and hold vs. same-day sale calculations
- QSBS qualification planning for potential tax-free gains
RSU (Restricted Stock Unit) Management
- State tax withholding optimization
- Vesting schedule coordination with financial goals
- Diversification strategies post-vest
ESPP (Employee Stock Purchase Plan) Optimization
- Qualifying vs. disqualifying disposition analysis
- Maximum contribution strategies
- Integration with overall tax planning
Concentrated Stock Diversification
- Tax-efficient reduction of single-stock risk
- Charitable giving strategies using appreciated stock
- Hedging techniques when stock sales are restricted
NQO (Non-Qualified Stock Option) Planning
- Income tax bracket analysis and timing strategies
- Exercise-and-hold vs. same-day sale calculations
- Expiration date tracking and guidance
PPU (Profit Participation Unit)/PIU (Profit Interest Unit) Management
- Tax and financial planning guidance during periodic tender offers
- Grant tracking with PPU/PIU valuations incorporated into financial planning goals
- Diversification and tax-loss harvesting via direct index investing with cash post-tender
Demystifying Equity Compensation
Access the latest news, key insights, and valuable resources to help you navigate equity compensation complexity.
