Stock Options and Share Sales
See what an exercise or sale could leave you owing and how much cash you would need.
What we can work through
We use your grant terms, dates, and proposed sale or exercise amounts to compare the relevant choices. The analysis accounts for ordinary income, capital gains, and alternative minimum tax where applicable, including when you would need cash to pay the tax.
Tell me what you’re considering.
A short description of the question and any important timing is enough to start. If documents are needed, I’ll provide a way to share them securely.
Please keep confidential details and tax documents out of the public inquiry form.
About the information on this page
This page is for general information only and is not tax, legal, accounting, or financial advice. Your facts matter. Consult a qualified professional before making decisions. No CPA-client relationship is formed until an engagement letter is signed.