Stock Options

If you are an employee of a company that receives stock options, check in with us to see what the tax implications will be. This can include strategizing on ways to minimize tax as well as doing projections into future tax liabilities. We have experience in the following types of stock arrangements:

• Restricted Stock Options (RSUs) - on this please check in with us, because you have the opportunity to get some serious tax savings with an 83(B) election!

• Incentive Stock Options (ISOs)

• Qualified Stock Options (QSOs)

• Non-qualified Stock Options (NSOs)

• Phantom Stocks