Our firm specializes in the Employee Stock Option and Equity Based Compensation area.
Many employees pay far too much income tax on their stock options without realizing it.
We educate option holders on the tremendous tax planning and savings opportunities available with their ISO's, NQSO's and Rule 144 stock, and the steps needed to secure these savings. Understanding which, when and how to exercise and why can save the option holder a fortune in income taxes. We work with many notable publicly held companies in the old and new economy in an effort to educate employees and directors on this substantial asset which has yet to be taxed. We routinely conduct stock option seminars at company offices so all employees can benefit. This also allows us to remain current and to consult with our clients year round on their option and 144 positions.