If you have options or company stock, the decisions you make to sell or exercise your holdings can have significant tax and financial implications. The gains on your stock and options are taxed differently based on their type and how long you have held them. We work with ISOs, NSOs, RSUs, PSUs, ESPPs, 10b5-1 plans, 83b elections and more. Our detailed scenario analysis can help you assess your equity compensation and develop a plan designed for your financial situation.
Equity Compensation Planning
