Employee Ownership
I have first-hand experience with employee ownership as an optionholder, shareholder, and elected director of an Employee Venture Capital Corporation (EVCC). I can counsel you on the pitfalls and rewards of investing in your employer, provide you unbiased advice, and help you construct a financial plan that addresses your unique situation from a tax planning, investment, and estate planning perspective.
Pregnant Tax Liability?
Do you have a deferred tax liability related to the exercise of employee options? There is a strategy I have been using to help clients and their accountants address this issue. Please call me to see if it will likely work for you.
Tax consequences of holding options in your employer warrant careful consideration. Some option holders have found themselves owing large amounts of tax on money they never received from their investments. A strategy for exercising options and managing any resulting tax liability can help avoid large losses or even bankruptcy.
Investing in your employer can be emotionally satisfying and financially rewarding. Independent advice and a sound financial plan can help you avoid large, costly mistakes and provide you peace of mind about your financial future.