Master Your ISOs, RSUs & Tax Burden
Tools to master your Incentive Stock Options, Restricted Stock Units, and the TAXES that can take away their value.
Mark Boujikian, CFP®
Financial Planner & ISO, RSU & AMT Expert www.keymarkfinancial.net; [email protected]
What happens with a large price increase to your company stock
Learn how large price increases affect your stock options and share sales to avoid major mistakes on your tax return.
Ladder exercise strategies
Learn to ladder ISOs & RSUs to control your taxes and only pay what's absolutely necessary.
Real life scenarios with real world results
Explore actual case studies from employees that have dealt with ISOs, RSUs & company stock sales. Learn how successful, custom outcomes are built and sustained year after year.
Bonus - What should you do with your annual bonus
When does it makes sense to leverage your tenure for more company stock exposure?