EQUITY COMPENSATION / STOCK OPTIONS

SOUND LIKE YOU?

– Incentive stock options (ISOs), non-qualified options (NQSOs), restricted stock units (RSUs), Employee Stock Purchase Plans (ESPPs), between my wife and I, we just want to understand what our options are, and make sure we don’t make a mistake.

– So much of my money is tied to my company stock; I know I should diversify, but what strategies can I use to pay the lowest amount in taxes?

– How much of my compensation can and should I defer? How should I invest the funds? How does this all effect my taxes now and in the future?

– I’ve done my taxes in the past, but how to I calculate and plan for the big AMT (Alternative Minimum Tax)? How do I adjust my cost basis on a sale?

YOU’RE NOT ALONE.

We’ve helped clients at Google, Cisco, Zipline, Trimble, and many more. We’ve seen first hand that stock options come in many different flavors. Some can become extremely valuable or worthless in the span of a few months.

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