Stock Options
Restricted Stock Units
Employee stock purchase plans
Stock Options
Make the most of your stock options.
Stock options are complex and can often be confusing. Different rules apply to every type of option or employee award. Your tax bracket also comes into play as well as potential Alternative Minimum Tax consequences.
To get the best financial and tax outcomes you need to understand the many rules of stock options. Rowling & Associates can help you with stock options, restricted stock units, and employee stock purchase plans.
Knowing the rules helps you avoid paying unnecessary taxes
Stock Incentive Strategies
- Incentive stock options
- Non-qualified stock options
- Restricted stock units
- Employee stock purchase plans
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KNOW THE RULES TO COMPLEX INVESTING
Rowling & Associates can explain the rules and develop a plan for you to smartly exercise your options. Contact us today to schedule a free introductory meeting to learn how we can help.