Professional Advice on Company Stock Decisions
At the Capital CS Group, we have a specialized focus on corporate executive clients. Capital CS Group provides professional advice on the complex issues that affect executives of various companies.
We provide professional advice on:
- Comprehensive financial, business, estate, and tax planning
- Personalized tax managed diversification strategies
- Hedging and custom options strategies
- Preferred lending rates on Concentrated and business stock positions with rates from 3.35% to as low as 0.75%. Click here for current margin rates.
- Pension and 401(k) Allocations
- 10b5-1 Trading plan management
- Advice on Company Stock Options
Some common types of company stock options include:
- Employee Stock Options (ESOs)
- Nonqualified Stock Options (NSOs)
- Restricted Stock Units (RSUs)
- Incentive Stock Options (ISOs)
- Performance Shares (These are usually awarded after meeting certain performance measures set by the company.)
Stock options are all subject to different tax rules, vesting periods, and risk factors.
Implementing a customized investment strategy is the best way to minimize your tax impact and maximize your equity compensation.
Next Step
The Capital CS Group will work with you to create a personalized plan. To get professional advice on our Corporate Executive planning services, contact us today.
For additional information on common strategies for protecting and managing concentrated stock click here.