RSUs and Employee Stock Planning
Receiving Restricted Stock Units (RSUs) or other forms of employee equity compensation can be both exciting and overwhelming. While these benefits can significantly increase long-term wealth, they also introduce tax complexity, concentration risk, and timing considerations. Understanding vesting schedules, tax withholding, and the impact of stock performance is essential for maximizing the value of your equity awards.
James P. Moriarty, CPA can help you build a strategy that aligns your RSUs or employee stock with your broader financial goals. From determining when to sell vested shares, to managing taxes, to balancing your portfolio across sectors, we help employees make informed decisions with confidence. Our goal is to ensure your equity compensation becomes a meaningful part of your long-term financial plan.
Emplyee Equity Compensation
Our firm provides the specialized planning and tax strategies needed to make the most of your RSUs and employee stock compensation. Call us today at 781-569-5177 or request a free consultation to learn how we can support your equity planning needs.- Analyze RSU and stock option holdings and create a personalized strategy
- Advise on tax-efficient sale timing and diversification
- Integrate equity compensation into your overall investment portfolio
- Provide ongoing monitoring and adjustment as your financial goals evolve