Stock options and related deferred compensation arrangements represent a large source of wealth for many individuals. We help you navigate the many tax pitfalls to maximize post-exercise value, minimize tax exposure and manage cash flows. Through sophisticated modeling and a deep understanding of the tax code, we advise, educate and ensure you fully benefit from your compensation awards.
We work with a broad range of financial professionals, public company employees and technology executives to create an option exercise plan based on their financial goals. With planning focused on the impact of the Alternative Minimum Tax, employment taxes and future tax rates, our strategies optimize decision-making and maximize after-tax value. Our clients gain an increased knowledge of their deferred compensation plans and a multi-year option exercise strategy.
With careful planning and a proactive strategy, stock options can substantially increase wealth without creating a tax compliance burden.
Our stock option services include:
- Multi-year stock option exercise modeling
- AMT planning
- Education on the tax implications of deferred compensation and stock option awards
- Recommended option exercise strategies
- Regular tax and AMT stock basis tracking post exercise
