Employee Stock Options

Many of our clients come to us with company equity in the form of incentive stock options (ISOs), non-qualified stock options (NQSOs), restricted stock units (RSUs), and other more exotic forms of company equity compensation. We help our clients analyze their stock options, including the tax consequences involved in vesting, exercising and selling, the risk involved with various exercise and sell scenarios, and how these compensation packages fit into their specific financial plan and picture.