The Proper Strategy for Stock Option Sales
As Silicon Valley financial advisors, we work with many clients who are looking for advice regarding restricted stock options (RSUs), Incentive Stock Options (ISO) and Non-qualified Stock Options (NQO). These compensation structures require unique planning strategies.
Some questions we commonly hear about these unique planning situations include:
Equity compensation planning is a common thread we see with our Silicon Valley investors and planning for these compensation structures require specialized expertise. Our Financial Professionals and Tax Advisors are equipped to handle these unique situations. Contact us today to learn more.