Option 1 - Starter
Appropriate for individuals with RSUs
Restricted Stock Units Strategy
- When should I sell?
- What tax withholding percentage should I select?
- Should I take a loan for tax payments?
- CPA collaboration
- If the value of my stock goes up or down, how will it affect me?
Liquidity & Cash Flow Considerations
- Should I sell in a secondary offering / tender offer?
- Lending options
- Investment planning
- Cash flow planning
Option 2 - Essentials
Appropriate for individuals with ISOs/NQSOs
Stock Options Exercise Strategy
- ISO/NQSO considerations
- When should I exercise?
- How much should I exercise?
- Cashless exercise considerations
- How should I fund my exercise?
- How does alternative minimum tax (AMT) work?
- Can I take a loan to help me exercise?
- Early exercise considerations and 83b election assistance
- What's my strategy during a lockup period?
- Tax considerations & CPA collaboration
- If the value of my stock goes up or down, how will it affect me?
- Up/down scenario modeling
Liquidity & Cash Flow Considerations
- Should I sell in a secondary offering / tender offer?
- Stock sale strategy
- Federal and State Tax considerations
- Lending options
- Investment planning
- Cash flow planning
Option 3 - Complete
Appropriate for individuals with ISOs/NQSOs
Stock Options Exercise Strategy
- ISO/NQSO considerations
- When should I exercise?
- How much should I exercise?
- Cashless exercise considerations
- How should I fund my exercise?
- How does alternative minimum tax (AMT) work?
- Can I take a loan to help me exercise?
- Early exercise considerations and 83b election assistance
- What's my strategy during a lockup period?
- Tax considerations & CPA collaboration
- If the value of my stock goes up or down, how will it affect me?
- Up/down scenario modeling
Liquidity & Cash Flow Considerations
- Should I sell in a secondary offering / tender offer?
- Stock sale strategy
- Federal and State Tax considerations
- Lending options
- Investment planning
- Cash flow planning
Tax-efficient Diversification Strategies
- Exchange funds
- Qualified opportunity zone investments (real estate)
- Charitable giving of highly appreciated stock
Concentrated Stock Strategies
- Hedging to protect against a decline
- Put options to create price floor
- Covered call options
