Consider Your Options

 

New York City has become a mecca for young (mostly) tech companies looking to hire smart self-starters.

Taking a job at a young company is often a leap of faith. That leap (and your hard work) can be rewarded with ownership in that company, usually in the form of stock options.

Here at Brooklyn FI we're dedicated to helping our clients navigate the ups and downs of stock options.

Stock options come in many different flavors and can become extremely valuable or worthless in the span of a few months.

There's incentive stock options (ISOs), non-qualified options (NQSOs), restricted stock units (RSUs), Employee Stock Purchase Plans (ESPPs) and more. With our rich tax background, we're experts in helping clients navigate the stock options treasure map that can lead to life-changing wealth.

You can see an example of one piece of the strategy we build for our clients below.

 

We can help with:

  • Cash flow management

  • Exercising strategies

  • Recalculating cost basis after stock splits

  • Understanding grants and vesting schedules

  • Calculating the AMT (Alternative Minimum Tax) and planning for that big expense

  • Finding missed tax credits on old tax returns (we once found $50,000)

  • Planning for a multi-year exercise and sale strategy

  • Navigating a liquidity event

  • Preparing for an IPO

  • Diversifying out of a concentrated position

  • Structuring a “least-regret” sale vs. hold strategy

and more!

We've helped clients at GitHub, Spotify, BarkBox, Etsy, Square, and more naviate the process and we'd love to help you

If you’d like to discuss how we can help you manage your options you can book a call here

 
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