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Ratafia & Company works extensively in the Employee
Stock Option and Equity Based Compensation area. We educate option holders on the tremendous
tax planning and savings opportunities available with
their ISO's, NSO's, Restricted Stock and Rule 144
stock, and the steps needed to secure these savings.
Many employees pay far too much income tax on their
stock options without realizing it. Understanding
which, when and how to exercise and why can save the
option holder a fortune in income taxes.
We work with many notable publicly held companies in an effort to educate employees
and directors on this substantial asset which has
yet to be taxed. We routinely conduct
stock
option seminars at company offices so all employees
can benefit.
We help stock option holders in the following ways:
Income Tax Preparation:
We prepare the
often complex tax return associated with option holders
and assure the alternative minimum tax (AMT) is handled
properly and all AMT credits are tracked and refunded.
Stock Option Analysis:
We keep a running
inventory of our clients' stock option position so
we can project and instruct which options to exercise,
and when. This also allows us to remain current and
to consult with our clients year round on their option
and 144 positions.
Tax Planning Analysis:
In conjunction with our Stock Option Analysis, we
guide our clients when to pay related taxes, and often
when not to pay. In addition, how to maximize
deductions and avoid AMT.
Exercise Strategies:
We show option holders a variety of exercising strategies,
particularly if the option holder desires to conserve
cash.
Diversification:
We help option holders
who need assistance on how and when to diversify their
portfolios away from their concentrated position into
a well rounded performing portfolio.
Working with Investment Advisors:
We work
closely with the investment advisor of option holders
to provide a team approach for securing proper tax
and investment decisions.
Call
us for an initial free consultation.
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