Stock Options and Restricted Stock
Do you understand the tax implications of your incentive stock options (ISOs), nonqualified stock options (NQOs), and/or restricted stock? Without a thorough understanding of the governing tax laws, you may find yourself paying significantly more tax than necessary from the exercise and sale of equity incentives.
LarsonAllen’s CPAs advise corporate executives on developing strategies to maximize cash flow and minimize tax consequences of stock awards. Get your tax questions answered and find out how the Alternative Minimum Tax (AMT) may impact you.
Your challenges
- Understanding the differences between ISOs and NQOs
- Deciding when to exercise your stock options
- Determining how to pay for the exercise of a stock option
- Determining and tracking the basis of stock acquired
- Knowing when to sell your acquired stock
- Converting appreciation on options to capital gains
- Understanding the impact of AMT and how to utilize AMT credit carryovers
- Understanding the withholding and estimated tax requirements
- Understanding how and when restricted stock is taxed
- Planning for estate tax implications
Our tax consulting services
Our approach
Guided by your long-term financial goals, risk tolerance, and the details of your stock plans, we’ll create a unique income tax strategy that will provide you with the most favorable tax treatment under the law.
Within the framework of your equity award strategy, LarsonAllen’s professionals can assist you in developing or updating your estate plan.
Through LarsonAllen Financial, LLC, member FINRA & SIPC, you will also have access to a team of experienced certified professionals who offer financial and investment solutions.
Contact us for more information.