Day 1: ISOs vs. NSOs vs. RSUs – What’s the Difference?
Understanding the Tax Implications of Stock Options Day 1: ISOs vs. NSOs vs. RSUs – What’s the Difference? Stock options
Day 3: NSOs – The Good, the Bad, and the Taxes
Non-Qualified Stock Options (NSOs) are the most common type of stock option offered to employees, executives, and consultants
Day 4: RSUs – How to Avoid Tax Shock When They Vest
RSUs are one of the most common forms of equity compensation, especially at big tech companies like Google, Amazon, and Facebook.
Day 5: Advanced Stock Option Tax Strategies – How to Pay Less to the IRS
Exercise small amounts over multiple years to stay under the AMT threshold.
Complete Guide to IPO & Securities Planning
An Initial Public Offering (IPO) represents a major milestone for any growing company.
Complete Guide to Layered Irrevocable Trust Structures
Estate planning has evolved significantly over the years,
Complete Guide to Deferred Sales Trusts
Selling a highly appreciated asset can create a significant tax burden.
Complete Guide to Charitable LLC Planning
Charitable giving has evolved beyond traditional donations and private foundations.
How Coordinated Counsel Supports Advisors & Referral Partners
Clients with significant assets, complex tax situations, business ownership interests.
Who We Help: Founders, Families & Sophisticated Donors
High net worth tax planning is no longer a consideration reserved for the ultra wealthy.