Lowery Thomas, LLC specializes in employee stock option planning and consulting. We advise individuals in all phases of the stock option process from the initial option grant to developing a plan for stock accumulation, liquidation and diversification.
The tax aspects of Incentive Stock Options (ISO), Non-Qualified Stock Options (NQ), Restricted Stock and Employee Stock Purchase Plans (ESPP) are complex. It is important for stock option holders to seek competent advice before one share is exercised or sold.
We will develop a tax wise strategy of accumulating and liquidating your stock options while assessing the appropriate level of risk for your situation. If diversification is a goal of yours, we will devise a tax efficient investment portfolio that continues to grow your net worth. We have developed hundreds of plans for our clients with employee stock options, RSUs and ESPPs. Our planning addresses the opportunities and tax traps that come with ISO, NQ and ESPP shares.
With so much riding on your company stock, isn’t it worth discussing your situation with a professional? Let us help you realize your goals.
Over the past 20 years we have worked with employees of the following companies: