San Francisco
Stock Option Analysis & Stock Option Consulting
- 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)?
Put our experience to work helping you maximize your stock options.
- 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.
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We look forward to helping you on your path to a secure financial plan.
