Company stock and stock options are key elements of compensation for many of our clients. While a source of much wealth, a concentrated stock position represents a major risk that can be significantly reduced or eliminated through diversification.

Founders Financial Network specializes in developing sophisticated tax strategies to eliminate or minimize Ordinary Income Tax, Alternative Minimum Tax, and Capital Gain Taxes on the sale of highly appreciated stock and options.

We start by developing a multi-year, multi-scenario tax projection and work with our clients to find the best alternative that minimizes taxes and meets their financial goals. We analyze the timing of option exercises and stock sales. We look at the impact of using Trusts and Foundations.

Once the initial plan is agreed upon, we work with our clients to update the plan each quarter as conditions change. This provides up-to-the-minute information and recommendations as each quarterly selling window opens. We also help compute any quarterly estimated taxes that might be due.

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