Company Equity Planning

We help our clients make informed decisions about their equity holdings, whether they are dealing with stock options, restricted stock units (RSUs), employee stock purchase plans (ESPP), or other forms of equity-based compensation. Our team of financial and tax experts are well-versed in the intricacies of equity compensation and taxation, which allows us to provide personalized guidance and analysis to help employees understand the potential benefits and risks associated with their equity holdings. From helping employees evaluate the optimal exercise timing for stock options to strategizing the sale of RSUs to minimize tax liabilities, we ensure that our clients have a clear roadmap for managing their equity portfolios.