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Managing Equity Compensation


Equity compensation plans are a popular method of attracting, motivating and retaining employees.

Equity compensation can be complex. Incentive Stock Options, Non-Qualified Stock Options, Restricted Stock Units, 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. Yet, if you overlook proper planning, unintended and costly mistakes could be made. Should I make an 83(b) election? For how many shares? Where should the cash come from? Should I exercise my incentive stock options? What about my non-qualified stock options? What’s the tax impact? When should I sell my shares? What do I do with the proceeds?

Planning with a trusted advisor is key. B|O|S has guided many clients through these decisions. Our goal is to help you make smart decisions and free up your time to focus on what matters most to you.

Have a question?

Speak with Aaron Waxman, CPA, CFP®, Principal, who has extensive experience in working through complex retirement and tax planning issues.

Aaron Waxman, CPA, CFP®

B|O|S Recognition

B|O|S  is proud to have been recognized as an industry leader in the registered investment advisor space. These accolades and peer-recognitions reflect not only our passion, but also our deep commitment to every aspect of our relationship with our clients.


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