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Equity Compensation | Stock Options

Thank You For Schedule A Meeting

Tools and information you need to make smarter equity compensation decisions

Preparations for the Call

Please start to compile your personal financial goals, your available assets, your short- and long-term opinions of the company stock, as well as any information on other income producing activities (capital gains from the sale of other investments, side gig, etc.)

Exercising strategies

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Calculating the AMT

We calcualte the Alternative Minimum Tax (AMT) and we help you plan for that big expense while minimizing risk and making tax-smart decisions.

Multi-year analysis

We use advanced tools to show you different outcomes in a way that’s easy to understand.

Diversifying strategies​

While we calculate the optimal diversifying strategy, we also spend time getting to know you and setting personal and life goals.

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