Hear actionable advice from successful business leaders on our podcast, But Who's Counting? Tune in to the latest episodes

March 9, 2012

Helped Retiring Executive Exercise Stock Options.

Our client, an executive about to retire, needed advice developing a strategy to exercise ISO and NQ options. We helped our client understand the benefits and drawbacks of taking stock options after retirement. We weighed factors like changing tax laws, cash flow concerns and the current tax environment.

Learn more about our Family Wealth and Estate Planning and Tax Planning and Compliance services.

All Insights

Keep up with Anders

Want to keep up with all the latest insights from Anders? Subscribe and receive the information that matters to you.