Stock Option Planning

Do you work for a tech company or start-up? If so, you’ve likely received incentive stock options (ISOs or NSOs), Restricted Stock Units (RSUs), or an Employee Stock Purchase Plan (ESPP) as an employment incentive. If you get employee stock options or any company stock as part of your compensation package, it’s critical that you understand what they are, the tax implications, and their impact on your future.

At Vincere, we have worked with numerous tech employees and startups. We’ve been tested through several IPOs and acquisitions. We’ve guided clients through all of the tax and planning needs surrounding their company stock through even the craziest of times!

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Vincere helps you live your ideal lifestyle by providing financial planning and investment advice that helps you pursue your passion and achieve a "Work Optional" Lifestyle.

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