Equity Incentive Plans
Whether you own Incentive Stock Options (ISOs), Non-Qualified Stock Options (NSOs), Restricted Stock or Employee Stock Ownership Plan (ESOP), understanding the tax implications and strategic planning of equity incentive plans can empower your long-term financial success.
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Equity Incentive Plans
Navigating stock options and equity incentive plans can be complex, but it’s crucial to create a strategy to maximize your financial outcomes.
Our team can help you learn more about your equity incentive plan. We are dedicated to analyzing your unique circumstances and crafting tailored strategies to help you make well-informed decisions.Â
Incentive Stock Options (ISOs)
ISOs offer a unique opportunity to capitalize on company growth with favorable tax treatment if handled correctly. We help you analyze and plan the timing of ISO exercises to avoid disqualifying dispositions, which could subject you to ordinary income tax instead of the lower long-term capital gains rate. With our planning, we prepare clients for potential Alternative Minimum Tax (AMT) liabilities while preserving the benefits of ISOs.Â
- Tax benefits
- AMT planning
- Expiration & redemption timing
- Avoiding disqualifying disposition
Non-Qualified Stock Options (NSOs)
NSOs, or ISOs that have converted into NSOs, come with the potential for significant tax liabilities at ordinary income rates upon exercise. Our experts work with you to create a plan that includes timing strategies for managing potential loan options and understanding how tax recognition may be impacted.
- Funding tax liabilities
- Discussion of company outlook
Restricted Stock or RSUs
Planning for the tax impact of RSUs, whether upon vesting or through an 83(b) election at the grant or transfer date, is a critical aspect of your financial plan. We recognize that covering the payment can be challenging, depending on when the RSUs vest. Our team works with you to evaluate your entire financial situation, helping coordinate your best approach. We’ll guide you through this process, ensuring your financial plan aligns with your goals and circumstances.Â
- Evaluate an 83(b) election
- Funding tax liabilitiesÂ
- Vesting conditions
- Termination risks of forfeiture
Employee Stock Ownership Plan (ESOP)
An ESOP is a retirement plan that allows employees to have ownership in their company through employer stock contributions. Employees who have helped companies grow and achieve success can be rewarded with significant stock appreciation of their company shares. At Konza Global Wealth Group, we help integrate your ESOP into your broader retirement strategy, manage concentration risk, and optimize tax efficient distributions. Our team provides personalized guidance on diversification strategies, rollover options, risk management, and planning for ESOP payouts to align with your long-term financial goals.
Our Advantage
Your equity incentive plan can be a powerful financial tool when managed properly. Our team is here to help you make coordinated decisions regarding your equity plan, tax implications, and long-term financial goals. We can guide you through the intricacies of equity incentive planning to create your pathway for success.
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