![]() In fact, many financial advisors aren't even experienced with equity compensation plans. Sure, he's in finance, and very smart I'm sure, but he knows nothing of your financial and tax situation, stock grants, and perhaps not much about how stock options work in general. Please don't take tax advice from Bob in accounting. But letting that drive your decision-making is short-sighted.ĭon't rely on water cooler information in lieu of professional advisors Understanding how taxes work in different exercise/sale situations, withholding rules, and planning strategies with various grants or types of options is a great idea. ![]() If you have stock options, don't let the tax tail wag the dog when your company goes public.
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