Know the rules of stock options to get the best financial and tax outcomes. Rowling & Associates can help you with stock options, restricted stock units, and employee stock purchase plans.

Stock options are 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. Rowling & Associates has CPAs and CFPs to create a strategy for any type of stock incentive including:

  • incentive stock options
  • non-qualified stock options
  • restricted stock units
  • employee stock purchase plan.

Knowing the rules to these complex investments can help you avoid paying unnecessary taxes. Rowling & Associates can explain the rules and develop a plan for you to smartly exercise your options. Call the team today at 619-295-0200 to schedule a free introductory meeting to learn how we can help.