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Equity Compensation

Our team specializes in working with clients who receive equity compensation, including stock options and restricted stock units (RSUs). As a client of MFA, you can expect that we will:

  • Educate you on the type of options you own and how they are taxed.
  • Review the current value of your options, as well as the potential pre-tax and post-tax values of the future.
  • Coordinate with your tax preparer to minimize the tax impact of ordinary income, capital gains, and the alternative minimum tax (AMT).
  • Discuss the potential upside, risks, and tax consequences of various scenarios. 
  • Develop a plan detailing how many options to exercise, which ones to exercise, as well as when to exercise. 
  • Review strategies and vehicles to diversify concentrated positions and/or defer tax liability.

For groups of 10+ employees, MFA can host an complimentary educational workshop at a client's workplace or via Zoom.