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Equity Compensation Planning

The Proper Strategy for Stock Option Sales

Stock Options and Restricted Stock Units can be a valuable part of your compensation; it is essential to know how to make the best use of these options.

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:

  • How long should I hold on to my stock options?
  • What are differences between my ISO and Non-Qualified (NQO) Stock Options?
  • What are the tax consequences of exercising and holding my stock options?
  • What are the tax consequences of exercising and selling my stock options?
  • What are AMT taxes and when will my stock options trigger AMT?
  • Where should I invest the proceeds after selling my RSUs and Stock Options?

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.

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