Your equity compensation is a big part of your financial picture, but it’s not always that straightforward. We help you navigate the complexities to ensure you’re getting the most out of your hard-earned rewards.
Hitting you with a bigger tax bill
than expected
With huge consequences of the wrong
decision
As the value grows more
over time
RSUs can lead to significant surprise tax bills if you’re not prepared. Many people don’t realize their employer may not withhold enough taxes, leaving them owing more than expected. We’ll help you figure out the best time to sell your shares, plan for taxes, and avoid those unpleasant surprises. It’s all about making your RSUs work for you, not against you.
NSOs can feel like a puzzle, especially when it comes to deciding when to exercise or sell. The timing matters because it impacts your taxes and how much money you actually take home. We’ll simplify the process, create a plan that works for your goals, and help you avoid expensive mistakes.
We provide straightforward, personalized advice, helping you evaluate the market, your financial situation, and your goals to make the best decision on when to sell or hold.
Whether it’s avoiding the temptation to hold onto an option for too long or reacting impulsively to market changes, we ensure your financial strategy is driven by sound decisions.
We’ve seen clients lose millions by not knowing how to plan for and handle their equity. Don’t let that happen to you. Schedule a quick call today and see how we can help.
595 Market Street
10th Floor
San Francisco, CA 94105
