Investment & Tax Management Strategies for Stock Options & Restricted Stock

"It is no secret that the major financial motivator for executives is that stock option package." - Unknown

In today's business world there are constant mergers and acquisitions of companies, both new and established that require skilled investment and tax planning strategies for dealing with stock options and restricted stock. When that happens, stock option and other compensation plans vest and cash out and literally overnight, executives can become millionaires. Start-up businesses can be sold for staggering sums. And it is no secret that the major financial motivator for executives is that stock option package. Once a company goes public or the stock price increases through dramatic growth as frequently happens, the amount of funds can grow enormously. The challenge of managing these large sums can be truly daunting.

Managing Stock Options & Restricted Stock

Different types of option packages create differing sets of tax and investment issues that are complex and not easily resolved. The issues facing executives with stock options or restricted stock are far more complex than those faced by executives with large compensation packages based on salary alone.

The fact is that no matter what the category of stock options, there are traps that need attention.

The Darrow Company understands the challenges that complex stock option programs can engender. We have the experience to help you sort through the alternatives and create a comprehensive, strategic wealth management program factoring in all the necessary tools to address your personal stock option issues today and in the future. Our program, The DarrowCFO™ Advantage takes a strategic view in creating a comprehensive wealth management solution.