1-HOUR EQUITY TAX PLANNING SESSION
Get answers to your equity questions
A virtual, standalone one-hour 1-on-1 with an equity-experienced tax advisor can help you understand how upcoming decisions will affect your taxes and financial goals. $500 for the service.
Equity 1:1 consultation goal:
Plan taxes for upcoming IPO
Let’s create a plan for your equity
How it works
As part of your equity tax planning service, an expert advisor will:
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Review equity and tax documents that you’ve shared in advance
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Answer your key equity questions
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Provide projections of potential equity decisions, like the tax implications of exercising or selling stock
Why you’ll love it
The standalone nature of this service is perfect for anyone who isn’t ready for an ongoing relationship with a tax advisor just yet. Working with an expert advisor will give you the confidence you need to make big decisions about your equity at a transparent and fair price point.
This service is perfect for...
Pricing & Details
Pricing
$500 for the service (including pre-planning and analysis)
Service details
One time, one hour virtual session.
​Please ensure that you have a working internet connection that is capable of supporting screen share and video conferencing.
What you get
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Tax strategies for exercising
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Tax strategies for selling
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Multi-year tax projections
Early employees
Work with an equity-experienced tax advisor to understand the potential value, tax considerations, and exercising possibilities of your current or upcoming equity compensation, like Incentive Stock Options (ISOs) or Restricted Stock Units (RSUs). You’ll get guidance on your toughest equity questions.
Evaluating job offers
If you have equity grants from your current company, switching jobs often means it’s time to make a decision. Should you exercise your remaining options or let them expire? What would this mean for your taxes? Your tax advisor will provide a framework to think through these decisions during your Equity 1:1 Consultation.
​Making plans to sell equity
Prepare for an upcoming liquidity event, like an IPO, acquisition, secondary market sale, or tender offer by running exercise/sell scenarios of possible costs, taxes, and profits. Your advisor will help you define a strategy based on your specific timeline, upcoming goals, and risk tolerance, and introduce you to concepts including an 83(b) Election and Qualified Small Business Stock (QSBS) Exemption