If your company plans to go public, just went public, or got acquired, take a look at our packages below.
Our team specializes in working with clients who receive equity compensation, including stock options and restricted stock units (RSUs). As a client of TPWA, you can expect that we will:
- Educate you on the type of options you own and how they are taxed.
- Review the current value of your options, as well as the potential pre-tax and post-tax values of the future.
- Coordinate with your tax preparer to minimize the tax impact of ordinary income, capital gains, and the alternative minimum tax (AMT).
- Discuss the potential upside, risks, and tax consequences of various scenarios.
- Develop a plan detailing how many options to exercise, which ones to exercise, as well as when to exercise.
- Review strategies and vehicles to diversify concentrated positions and/or defer tax liability.
Our IPO Planning Packages
Starter
Appropriate for individuals with RSUs
Restricted Stock Units Strategy
- When should I sell?
- What tax withholding percentage should I select?
- CPA collaboration
- If the value of my stock goes up or down, how will it affect me?
Liquidity & Cash Flow Considerations
- Investment planning
- Cash flow planning
$5,000
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?
- 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
- Stock sale strategy
- Federal and State Tax considerations
- Investment planning
- Cash flow planning
$8,000
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?
- 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
- Stock sale strategy
- Federal and State Tax considerations
- 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
$12,000
