Tech Industry

Stock Options Strategies

As financial planners, we focus on San Francisco’s stock options in the tech industry. We can help you make the most out of the stock options that have been granted to you.

We do this every day. We may already work with one of your coworkers and know a lot about the choices you need to make.

Creating a strategy for your stock options is involved in all three of our service offerings.

STOCK OPTIONS STRATEGIES

Wealth Management

We will put together a review of all your stock options before your first meeting.

At your first meeting, we will review your options, answer your questions, and review how your stock options relate to your tax plan.

You will receive ongoing support in monitoring your stock options as they vest or you exercise. When tax season rolls around, you’ll know what to expect.

Filing will be easy because we will take care of the work and worry for you.

On Your Way To Wealth

You may have a significant amount of unvested restricted stock units (RSU) or unexercised incentive stock options (ISO), but the value in those stock options has yet to be realized. You are young and early in your career. Your stock options could be huge for you, but a mistake could be costly.

On Your Way to Wealth makes it easy. We will put together a plan for stock options, answer your questions, and bridge the gap between action taken on your stock options and taxes. You will have unlimited e-mail support for help when new awards are granted or an exercise decision must be made. There will be no worries about taxes. We will plan ahead of time and filing will be easy.

Analysis & Consulting

With Stock Option Analysis, stock options and taxes will be our sole focus for you.

Stock Option Analysis is best suited for you if you have lots of stock options, lots of moving pieces with big tax consequences, and you need regular updates to your stock option and tax plan.

Our focus is on tech industry employees in San Francisco with stock options. We have built our service offerings around helping you make the most out of your stock options.

Testimonials

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Patrick Thomson

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Jeff Dow

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Brenna Redding

Blog

How to Avoid the IRS Tax Trap on Stock Options

How to Avoid the IRS Tax Trap on Stock Options

You could be overpaying your stock options tax without knowing it — even if you have a tax preparer. Here’s how to dodge this costly tax trap. Exercising your employee stock options is a good thing. After all, it usually means you’re becoming wealthier and smarter...

How to calculate your alternative minimum tax (AMT): 6 simple steps

How to calculate your alternative minimum tax (AMT): 6 simple steps

Avoid a high alternative minimum tax (AMT) bill by understanding how ISO exercises impact it. Receiving incentive stock options (ISOs) has its perks. You can eventually sell them for a potentially life-changing payout. A payout that can be your ticket to financial...

RSUs vs stock options: Key differences in an IPO

RSUs vs stock options: Key differences in an IPO

Understand the pros and cons of these equity types, their tax implications, and how to handle them. Your company’s IPO announcement can get the wheels in your head turning about what exact equity you have and how you think about these assets. I’ve noticed a lot of my...

Post IPO Selling Strategy: 5 Ways to Sell Stock After an IPO

Post IPO Selling Strategy: 5 Ways to Sell Stock After an IPO

The IPO was announced. You took action and did the 5 things everyone must do. Now, you are in the lock out period, and it is time to develop your post IPO selling strategy. The lock out period is the time when you are restricted from selling your shares. It usually...

New year, new tax goals: 4 ways to meet your 2024 tax resolutions

New year, new tax goals: 4 ways to meet your 2024 tax resolutions

Close out your 2023 taxes and set yourself up for a prosperous 2024 with these tax tips. Now that we’ve entered a new year, you’re probably gearing up for a smooth tax season…right? Oh, just me? That’s awkward. You’re probably focused more on new workout regimens,...

Avoiding AMT on ISO stock options if your company’s stock drops

Avoiding AMT on ISO stock options if your company’s stock drops

If the value of your company’s stock declined significantly after you exercised Incentive Stock Options (ISO), you may have a tax problem. Here is a strategy for avoiding AMT on ISO stock options when the stock price falls. Did you exercise and hold? A common strategy...

Everything You Need to Know About NSO Stock Options in San Francisco

Everything You Need to Know About NSO Stock Options in San Francisco

Non qualified stock options (NSO) are one of three types of stock options commonly received by tech employees in San Francisco. Incentive stock options (ISO) and restricted stock units (RSU) are the others. None of the three are taxable when granted, but that’s where...

QSBS Exemption Requirements: How To Qualify For This Tax Incentive

QSBS Exemption Requirements: How To Qualify For This Tax Incentive

Receive up to $10 million tax free when you meet the exemption’s requirements. What if I told you that you could receive $10 million dollars and not pay any taxes on it? You’d be interested, heck we all would be. Fortunately for all of us, that wasn’t a hypothetical...

We look forward to helping you on your path to a secure financial plan.
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