Equity grants are becoming a material part of most compensation packages. At FFG, with integrated tax, investment, and long term modeling tools, we are equipped with the expertise and the holistic viewpoint to help clients understand how to best maximize these benefits. We prepare forward looking projections highlighting the implications of RSU vesting, option exercises, possible 83(b) elections and alternative minimum tax implications of ISOs. Also, when applicable, we help design and establish 10b5-1 plans to navigate restricted trading windows. We have the background and are uniquely positioned to help clients in all of these technical areas.
