Stock Option Analysis
Helping you understand your options, including ISOs, NSOs, and RSUs and conducting an depth analysis.
Tax Efficiency
Minimizing your tax exposure by implementing advanced tax planning methods specifically tailored to your equity awards.
Risk Management
Ensuring your financial plan remains balanced by effectively managing concentration risks associated with equity compensation.
Stock Option Strategy
Stock option strategies tailored to your financial objectives, maximizing value and aligning equity compensation with your goals. Executed for you
How We’re Different: Experts in Maximizing Equity Compensation and Minimizing Taxes
Comprehensive Tax Preparation
We provide not only advanced tax planning but also comprehensive tax preparation and filing services. Our tax team, consisting of experienced CPAs and Enrolled Agents, collaborates closely with our financial advisors to ensure accuracy and compliance.
This integrated approach helps prevent costly errors that commonly occur due to miscommunication between separate financial and tax professionals. Utilizing a tax preparer with expertise in equity compensation is crucial—particularly when handling ISOs or NSOs—to mitigate risks of significant tax penalties. Our unified process eliminates the confusion and inefficiencies often associated with coordinating between multiple advisors.
This integrated approach helps prevent costly errors that commonly occur due to miscommunication between separate financial and tax professionals. Utilizing a tax preparer with expertise in equity compensation is crucial—particularly when handling ISOs or NSOs—to mitigate risks of significant tax penalties. Our unified process eliminates the confusion and inefficiencies often associated with coordinating between multiple advisors.
Credentialed Expertise
At United Financial Planning Group, we are committed to continuous professional education as a core value. Our planners are Certified Financial Planners™, Enrolled Agents, or CPAs, combining comprehensive financial planning skills with extensive tax knowledge.
Advanced Scenario Planning
We leverage sophisticated planning tools to clearly illustrate various financial outcomes. Through multi-year projections, we analyze and communicate the tax implications of different decisions well in advance, providing clarity and proactive guidance. Additionally, we perform thorough reviews of past returns to identify and correct potential errors, ensuring optimal outcomes for your financial future.
Personalized Approach
As technical experts in equity compensation and tax planning, we understand the importance of personalized financial strategies. We take the time to understand your individual goals, aspirations, and priorities. Our approach begins with identifying your key objectives—such as home purchases, career transitions, entrepreneurial endeavors, or charitable initiatives—and aligning your financial strategy accordingly.
