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Maximize Your Equity Compensation Without the Complexity
You've earned valuable equity compensation through years of dedication and performance.
Whether it's restricted stock units (RSUs), incentive stock options (ISOs,) or non-qualified stock options (NSOs),
your equity awards could represent life-changing wealth.
But here's what can keep you up at night:
- Are you overexposed in company stock?
- Are you optimizing to minimize taxes?
- What will colleagues think if you sell?
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We Understand Your Key Concerns
Managing equity compensation is about more than just stock prices. It's about balancing company loyalty with personal financial security, optimizing complex tax strategies, and protecting your family's financial future. These factors often go overlooked, which is why many executives leave significant money on the table or face unexpected tax consequences.
Our goal is to help you maximize your compensation while maintaining compliance and managing risk, all within the structure of a comprehensive financial plan.
Equity Compensation Considerations
- Managing Concentrated Equity Positions
- SEC Compliance & 10b5-1 Planning
- Tax Optimization Strategies
- Exercise Timing & AMT Planning
Personal Planning Considerations
- Maintaining Lifestyle
- Tax Efficiency
- Healthcare Planning
- Wealth Transfer
Equity Comp Cheat Sheet for Corporate Executives
As a corporate executive, managing your equity compensation and figuring out tax implications can feel overwhelming. That’s why we’ve created this cheat sheet.
Use it as a starting point to get a quick snapshot of the pros and cons of your equity comp and what you may need to consider in building a plan for your wealth.
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What We Can Help You With
- Understanding your grants & vesting schedules so you know what you own and when it becomes available
- Aligning equity income with cashflow to avoid possible liquidity crunches and missed opportunities
- Timing your exercises to optimize potential value and tax implications
- Updating tax basis calculations following stock splits
- Managing AMT (Alternative Minimum Tax) and planning
- Liquidation planning, including multi-year execution & sale strategies
- Support through company transitions & cash-out opportunities (liquidity event)