Equity compensation plans are a popular method of attracting, motivating and retaining employees.
Equity compensation can be complex. RSUs, ISOs, ESPP, NQSO, 83(b) elections, 10b5-1 plans. Each of these items have their own wealth and tax implications. Your time is best spent focused on your job, growing your business and enjoying your personal life.
NRI Wealth Management regularly works with employees & executives who have RSUs, ESPP, ISOs, NQSOs. Through our ongoing advisory relationship, we can help you make a plan to exercise and diversify stock. If your employer is planning to go public, merging, or getting bought out, work with an advisor experienced with strategic stock option planning and the tax implications.
If you’re expecting sudden wealth from a liquidity event or IPO, we’ll work to help you develop a strategy to make the most of the windfall.