Stock Option Analysis & Stock Option Consulting
KB Financial is offering stock option analysis and stock option consulting for employees working in the tech industry. The thousands of shares granted to you in the form of incentive stock options (ISO) or restricted stock units (RSU) could turn into millions of dollars. But, there are a lot of decisions you have to make:
- When to exercise?
- Should you sell if a pre-IPO liquidity event arises?
- How to pay for your exercise?
- How much to set aside for taxes?
- What about alternative minimum tax?
- How do you prepare for the initial public offering (IPO)?
Stock options are a dizzying array of complexity, especially if you have a lot of shares with a start-up or a company approaching IPO. Mistakes could cost you thousands in missed gains and unnecessary taxes. Utilize our stock option analysis service and let us help you with stock option strategies today.
Put our experience to work helping you maximize your stock options.
Out stock option analysis service and our stock option strategies are focused strictly on your stock options and taxes. You will receive:
- Detailed stock option analysis and a stock option strategies plan
- Quarterly updates to your stock option strategies plan
- Preparation of your tax return
Stock Option Analysis is the way to get all your stock option questions answered, be tax savvy, and take action.
Get started. Schedule your call today.
Recent Blog Articles Related to
Stock Option Strategies & Stock Option Analysis
Not all stock option strategies are created equal, and the right strategic moves for you as a tech employee will depend on when you came on the scene. Unfortunately, you can’t just copy your coworkers when deciding what to do with your stock options. You need a...
Stock options can be a great way to supplement your income and build wealth. It’s critical that you know your strategy to make the best of them inside and out.
Receiving stock options can provide you with a fantastic opportunity to build wealth. But as with any investment, nothing is guaranteed -- and making the wrong stock option decisions could cost you. To help you avoid making a mistake, let’s discuss the things you...