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Employee stock options are not like owning stocks. Typically, they come with a ten-year window of opportunity, after which they disappear if not exercised. If you wait too long to exercise, your flexibility drops as the deadline approaches, and you run the risk of creating an unexpected (and unnecessarily large) tax bill.
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Brennan
Financial Group offers highly compensated executives and officers the
peace of mind that goes along with having developed, through an interactive
and iterative process, an actionable stock option diversification plan.
We deliver a plan designed to build and protect our clients' wealth
while generally minimizing the risk inherent in highly leveraged equity
investments. In doing so we both create and take advantage of alternative
minimum tax and income tax planning opportunities to deliver a highly
tax efficient and personally customized strategy.