What an exciting time to be a ServiceTitan employee! With the IPO just around the corner, our team can provide you with the necessary tools to navigate this newfound financial situation confidently. See our service options 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.
Twin Peaks Wealth Advisors is a independent Registered Investment Advisor, and is not affiliated with ServiceTitan
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
Starting at $6,000
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
Starting at $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
Starting at $12,000
Twin Peaks Wealth Advisors is a independent Registered Investment Advisor, and is not affiliated with ServiceTitan
