How can you derive the greatest value from your stock-based compensation to boost your net worth and improve your financial future? Understanding your company program and your options is key.
Among other considerations, you’ll want to evaluate when you should exercise stock options, the tax impact of awards, how to determine and track the cost basis of stock, and whether and when to sell company shares. You’ll also want to understand big-picture concerns, such as how your stock-based compensation and other employer benefits will impact your financial future, including your retirement and estate planning.
We help companies, founders, corporate executives, and others with stock-based compensation learn more about their employee stock option choices and properly plan around them, leveraging opportunities to reduce the associated tax consequences. We can help you with:
For employee groups, we also offer education tailored to your company’s specific stock plan and one-on-one planning to help executives navigate the tax complexities unique to their personal situation.
Even if you’re already familiar with stock-based compensation and its tax implications, contact a trusted advisor for help identifying new opportunities, weighing possible tax scenarios, and fitting your stock-based compensation planning into your larger financial goals.
Investment advisory services provided by Moss Adams Wealth Advisors LLC. For more information about our services please review our Disclosure Brochure/Privacy Policy or Client Relationship Summary.
Thank you. Your contact request has been received. We will be in touch soon.
Baker Tilly US, LLP, Baker Tilly Advisory Group, LP and Moss Adams LLP and their affiliated entities operate under an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly Advisory Group, LP and its subsidiaries, and Baker Tilly US, LLP and its affiliated entities, trading as Baker Tilly, are members of the global network of Baker Tilly International Ltd., the members of which are separate and independent legal entities. Baker Tilly US, LLP and Moss Adams LLP are licensed CPA firms that provide assurance services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and consulting services to their clients and are not licensed CPA firms. ISO certification services offered through Moss Adams Certifications LLC. Investment advisory offered through either Moss Adams Wealth Advisors LLC or Baker Tilly Wealth Management, LLC.