Stock compensation is an individualized situation, each case needing its own expert evaluation - based in experience. Evaluating tax burdens and investments from stock compensation should really be professionally done.
Doing stock compensation analysis on your own can very well lead to negative tax and investment results. That’s why successful equity compensation needs to be done in tandem with our expert MWA compensation planners. All decisions should be carefully evaluated and based on decades of equity experience. Mill Valley and Corte Madera stock compensation advisors – get the most out of your equity compensation by working with the MWA team. Call today.
Cash Planning – Proven Strategy for Exercising Stock Options
- Setting aside funds required to exercise options
- Build liquidity so that additional taxes resulting from grant, exercise, or vesting can be paid off
- Make salary deferral amounts in ESPP’s as an overall budget target
Best portfolio diversification strategies
Incentive Stock Options, Non-Qualified Stock Options, Restricted Stock, and Employee Stock Purchase Plans
- Review the different tax consequences of ISOs, NQSOs, RSUs and ESPPs
- Our team develops strategies towards minimizing your tax liability
- Tax Implications of Stock Compensation
Investment Planning & Education – When & How to Diversify
- Pros & cons of retaining concentrated employer stock positions vs. diversifying to a global portfolio
- Weighing the merits of your investment decisions against tax consequences
- Learning about the various investment options available to diversify concentrated stock positions
- Individual stocks & bonds
- Index funds
- Mutual funds
MWA Virtual Advisor – Automated Online Investment Advisor
An Investment Account That Grows With You
- Open Your Account Online to help manage your concentrated stock position.
- Balance Your Tolerance for Volatility with Your Need for Growth and/or Income
- Diversify Your Concentrated Stock into one of Marin Wealth Advisors’ carefully-constructed Model Portfolios
- Monitor Your Portfolio online and on your mobile device
- Automatic Re-balancing
- Utilize Tax-Loss Harvesting
- Marin Wealth Advisors will be there when you need help
- Collaborate with our team of Financial Planning & Investment Management experts as more complex issues arise.
Complimentary Stock Compensation Tax Review – ESPPs, ISOs, NQSOs, & RSUs
- Gather the documents for your equity grant package
- Prepare a list of questions you want to discuss
- Contact Us for a Free 1-Hour Stock Compensation Plan Review in person, by phone, or a video-conference (Skype)
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. Serving Mill Valley through Corte Madera.