We understand that stock options and Restricted Stock Units (RSUs) can be both lucrative and complex components of your compensation package. Whether you're an executive, an employee in the tech industry, or a startup founder, we're here to help you navigate the intricacies of equity compensation to maximize your financial outcome.

Why Choose Us for Stock Option and RSU Planning?

Specialized Expertise: Our team includes CPAs with extensive experience in equity compensation planning. We stay updated with the latest tax laws and strategies to provide you with cutting-edge advice.

Personalized Strategy: Every client’s situation is unique. We craft tailored strategies that consider your personal financial goals, tax situation, and risk tolerance to optimize your equity compensation.

Comprehensive Approach: From the moment you receive your stock options or RSUs to the point of exercise or vesting, we're with you every step of the way. Our services cover:

• Tax Planning: Minimize your tax liability with strategies like ISO exercises, AMT considerations for ISOs, Section 83(b) elections for restricted stock, and managing the withholding on RSUs.

  Exercise and Sale Timing: Advice on when to exercise options, sell shares, or hold for long-term capital gains to enhance your wealth.

  Diversification Strategies: We help you avoid having too much of your wealth tied up in one stock, guiding you on diversification to manage risk.

  Retirement and Estate Planning: Integrate your stock options and RSUs into your broader financial plan, including retirement accounts and estate planning.

  IPO and M&A Planning: Guidance through the complexities of an Initial Public Offering or company acquisition, ensuring your equity is handled to your advantage.

  Ongoing Support: Equity compensation doesn't end with a single transaction. We provide ongoing advice to adapt to market changes, life events, and shifts in your employment status.