Non-qualified stock options (NSOs) can be a great way to build wealth, but they come with their own set of tax implications. Understanding when to exercise, how taxes are applied, and timing your sale can make all the difference.
When you exercise your non-qualified stock options, it triggers a tax event. We walk you through exactly how much you could owe in taxes right then, including the ordinary income tax you’ll face on the difference between your exercise price and the stock’s fair market value. By helping you calculate the tax impact, we ensure there are no surprises when you make your move.
The timing of when you exercise your NSOs can significantly affect your tax situation and financial outcome. We help you analyze factors like stock price, market trends, and your personal tax bracket to determine the most tax-efficient time to exercise. Our goal is to make sure you exercise your options at a time that aligns with your financial strategy.
Deciding whether to sell your shares immediately after exercising your NSOs or holding onto them can be tricky. We help you assess your options by looking at market conditions, your overall financial goals, and potential tax implications. Whether you’re aiming to lock in gains right away or hold for a longer-term strategy, we’ll help you make an informed decision based on your unique situation.
We don’t just look at your non-qualified stock options in isolation; we view them in the context of your complete financial picture.
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.
Restricted Stock Units (RSUs) are a great perk, but they can come with a big tax bill. We’ll guide you through when to sell and how to minimize taxes, keeping you on track with your financial goals.
Have QSBS in your compensation package? Let’s make sure you’re taking full advantage of the tax breaks that come with it and setting you up for long-term success.
ISOs are a great tool for building wealth, but the tax implications can be complex. We develop a strategy that optimizes the timing of your ISO exercises and sales, so you don’t get caught off guard.
Let’s talk. We’ll help you figure out the best time to exercise, how to minimize taxes, and make sure your options align with your financial goals. Book your introductory call today.
595 Market Street
10th Floor
San Francisco, CA 94105
