Tax Solutions for Executives with Equity
Public and private company leaders with RSUs, ISOs, NSOs, ESPP, or carried interest, often facing large tax events tied to cliffs, vesting, or liquidity.
Who This Is For
Public and private company leaders with RSUs, ISOs, NSOs, ESPP, or carried interest, often facing large tax events tied to cliffs, vesting, or liquidity.
Typical Pain Points
Complex equity compensation creates unique tax challenges that require specialized planning.
Concentrated Position Risk
Tax spikes from vesting and large equity positions
Option Exercise Decisions
AMT exposure and complex timing considerations
Blackout Windows
10b5-1 plan coordination and trading restrictions
Poor Charitable Timing
Philanthropic goals misaligned with equity events
How We Help
Sophisticated strategies that coordinate equity events with tax optimization and charitable planning.
Equity Mapping
By lot, grant, and expiry with exercise and sale windows
AMT & Income Modeling
Scenario analysis for optimal exercise timing
10b5-1 Plan Coordination
Charitable pre-positioning and systematic selling
Basis Management
Net unrealized appreciation and tax-efficient strategies
Executive Checklist
Key documents we need to map your equity compensation and develop an optimal strategy.
Optimize Your Equity Compensation Strategy
A coordinated schedule that aligns vesting, exercises, sales, and giving, supported by clean documentation for your CPA and plan administrator.
Disclosure: Stonebridge Tax Advisors LLC provides strategic tax planning and coordination. We do not provide legal or investment advice. Strategies are subject to IRS rules and individual eligibility.