The critical tax and investment decisions related to stock compensation need to be carefully analyzed on a case-by-case basis. This applies for all stakeholders in the tech industry and all other stock compensated positions.
Often, stock compensated employees attempt to do this analysis alone and end up with negative tax and investment results. Working together with our Experienced Team of Financial Planners and Investment Advisors positions you to make well planned and well executed decisions to get the most from your equity compensation
Marin Wealth Advisors LLC is not a CPA or tax preparation firm.
We work closely with our clients’ CPAs and tax professionals to provide the best possible financial planning and investment advice.