Equity compensation, such as stock options or restricted stock units (RSUs), is a common component of compensation packages for executives and employees at startups and large corporations. However, optimizing these forms of compensation requires strategic planning.
We help you:
- Maximize Stock Option Value: Develop strategies for when to exercise stock options and minimize taxes.
- RSU Vesting and Sale Planning: Plan the optimal time to sell vested RSUs to avoid unnecessary tax liabilities and diversify your portfolio.
- Tax-Efficient Strategies: Implement tax-saving strategies for capital gains and income taxes related to equity compensation.
Long-Term Wealth Building: Ensure your equity compensation aligns with your broader financial goals for retirement and wealth accumulation.