Broker Check

Equity Based Compensation

This is what we specialize in, make sure you understand the tax implications of the below...

Incentive Stock Options

Incentive Stock Options

Incentive Stock Options

Grant Date

Vesting Date

Exercise (AMT adjustment)

Liquidation 


Restricted Stock Units

Restricted Stock Units

Restricted Stock Units

Grant Date

Vesting Date

Liquidation

Employee Stock Purchase Plans

Employee Stock Purchase Plans

Employee Stock Purchase Plans

Qualified Plan

Non-Qualified Plan

Share Discount

I want to understand my compensation better and not get screwed on taxes !

Thank you!
Oops!