Stock Option and Award Tax Planning
REDUCE TAX EXPOSURE AND MAXIMIZE YOUR STOCK AWARDS
Get personalized support to help you understand and plan for the tax impact of Stock Options, RSUs (Restricted Stock Units), Employee Stock Ownership Plans (ESOPs) and other employee incentives.
Make Informed Choices About Your STOCK Benefits
If you receive stock shares as part of your compensation, such as bonuses in the form of stock options that allow you to purchase stock in the future, the tax rules for these plans are complex, and errors can be costly.
For example, it will depend if your stock options are statutory or non-statutory, because that by itself can make a big difference in paying higher taxes now or in the future. We can help you decipher the terms of your specific stock compensation plan, and help you reduce the tax impacts of making a mistake from doing the wrong thing.
We break everything down into simple steps that are easy to understand, so you feel confident choosing the path that aligns with your goals. Whether you’re preparing for a distribution, evaluating rollover options, or planning for retirement, we help you move forward knowing you’re making thoughtful, well-informed decisions.
Employee Stock Benefits Tax Planning
- Stock Options Exercise and Sale Decisions
- Guidance on ESOP distributions and rollover options
- Planning for tax impact during retirement or employment transitions
- Coordination with your financial plan and long-term goals
- High-level education on distribution timing and tax considerations
- Support in reviewing plan documents and payout options
- Assistance understanding tax withholding and estimated payments
- Scenario planning for different distribution strategies
- Coordination with your investment and retirement accounts
- Support during job changes, layoffs, or early retirement decisions
- Review of prior ESOP-related tax filings
Understand the Tax IMPACT OF Your STOCK AWARDs
If you want clear, supportive guidance as you evaluate your stock award or ESOP options, we’re here to help. We’ll walk you through each step, explain your choices in plain language, and make sure you feel confident about how your stocks fits into your long-term financial plan.
Tax Planning 4 You
4411 Point Fosdick Dr NW #201-1, Gig Harbor, WA 98335
Hours
Open today | 09:00 am – 05:00 pm |
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