Equity and liquidity
Stock compensation, exercises, sales and charitable transfers, using the actual acquisition and compensation records.
Explore Equity and liquidityTax work for a major event
Advice before a significant transaction or change: an option exercise, stock or business sale, move, inheritance or gift. We work with you and the professionals involved to compare the tax consequences and organize the next steps.
Start with the event
A business sale or ownership change
Tax work for the company and owner, alongside transaction counsel and other retained professionals.
Explore A business sale or ownership changeA move between states
A dated picture of residence, work locations, equity and other income.
Explore A move between statesAn inheritance or gift
Trust, estate, gift and basis questions, coordinated with fiduciaries and counsel.
Explore An inheritance or giftWhat a focused analysis can include
A summary of the facts, a comparison of tax consequences, expected payment requirements and a list of unresolved questions. The scope depends on the event and the decisions that remain open.
Legal interpretation, valuations, investment recommendations and execution stay with the professionals responsible for them.
Related reading
Before a concentrated-stock sale or gift
The size of the position is not the only source of complexity. Compensation history, tax basis, holding periods, state facts, charitable plans, cash needs, and the rest of the year may all affect the tax result.
Read the article