Taxes — Blog Posts — Fee-Only Financial Planner -RSUs & Stock Options

September 12, 2019

Insights

Aaron Agte

What should I look for in a financial advisor?

How do I know if this is the right financial advisor for me? What questions should I ask?

August 14, 2019

Equity Compensation

Aaron Agte

When do I exercise my Incentive Stock Options?

The decision of when to exercise ISOs comes with a variety of tax and investment concerns unique to each individual. Here are some of the factors I help clients consider when planning around stock options.

Taxes

Aaron Agte

July 24, 2019

Equity Compensation

What is going to happen to Shutterfly RSUs?

Aaron Agte

July 24, 2019

Equity Compensation

With Apollo acquiring Shutterfly, what is going to happen to the vested shares and unvested RSUs for employees?