Equity compensation from your employer can be a powerful wealth-building tool — but without a tax-efficient strategy, it can also become a tax trap. Particularly now, as tax season begins, many we work with are less concerned about income generation but more so with tax-liability reduction.
Depicted below are a number of the tax-efficient strategies Sierra Pacific employs for clients from local tech/bio-tech firms (AAPL, META, NVDA, ORCL, TXG, WDAY and more).
Whether you're holding RSUs, ISOs, or NQSOs, strategic tax planning can turn concentrated equity into sustainable wealth. Make your compensation work smarter — not just harder. If you have equity compensation from your employer please consult your financial advisor/tax planner BEFORE just blindly exercising your stock options.
And the above is not an exhaustive list of approaches and one-size does not fit all--additionally, your needs/objectives change, markets change, employers change, interest rates change, legislation changes, etc.--so visit your financial professional regularly.