If you’re like most tech executives in Silicon Valley, chances are most of your net worth is in one stock – your current employer. And like many, because of this, your wealth has increased nicely 🙂 For some however, the stock performance may have held up well for a period only to lose that momentum.
Innovation is rapidly changing markets, and it can be extremely difficult to forecast in the short-run, let alone the long-run.
Whether you work for company of a publicly traded company that has continued to drive stock market appreciation, or you work for company that hasn’t, at some point life shows up, and you decide to cash in some of this stock to buy a new home, renovate your existing home, or pay for the kids’ school.
This can sometimes lead to a bigger tax bill than imagined.
In certain situations, paying the taxes to cash out is the best and simplest option.
In other situations, there may be a better way.
For most tech executives in Silicon Valley there is a better way and that is what we specialize in.
After all, it’s not about what you make – it’s about what you keep.
We help our clients make sure their tax planning and investment portfolios are synced.
This is increasing important for Silicon Valley tech executives.
The beauty is, depending on your outlook for your current employer stock, if you are bullish,we have strategies to help you hang on to the stock and sell more tax efficiently in the future.
If you are bearish, then we have great ways to help you diversify tax neutrally, especially for executives with tens or hundreds of millions of dollars in company stock that they can’t exercise.
Again, at some point life shows up, and you may decide to cash in some of this stock to buya new home, a yacht, to renovate your existing home, or pay for the kids’ school. When this time comes, in my opinion, it’s better to be prepared.
These are time-tested, based on real world implementation for our clients.
Let me know your thoughts!
