Employee Stock Option Specialists
Comprehensive Planning Assessing Taxes and Risk of Concentrated Positions of Company Stock
Lowery Thomas specializes in employee stock option planning and consulting. We advise individuals in all phases of the stock option process from the initial option grant to developing a plan for stock accumulation, liquidation, and investment diversification.
The tax aspects of Incentive Stock Options (ISO), Non-Qualified Stock Options (NQSO), Restricted Stock (RSU) and Employee Stock Purchase Plans (ESPP) are complex including the Alternative Minimum Tax (AMT) on the exercise of ISOs. We will develop a tax wise strategy of accumulating and liquidating your stock options while assessing and quantifying risk associated with single stock ownership.
Bear Markets are Painful but Markets Rise Over the Long Term
Our three decades of advising clients with large holdings in one stock has provided us with valuable insights in the emotional struggle of fear and greed that is common with employees with significant exposure to market fluctuations. When their stock is moving upward, all is good and the mind imagines great things to come. When their stock drops, there are feelings of regret of not selling when they had a chance and making a vow to sell if the stock price ever gets back to that level. It can be an excruciating rollercoaster of emotions.
Our extensive experience in these situations provide a voice of reason that helps in making good decisions for your financial future and help keep sanity in your lives. With the stakes so high, bringing in a team of experienced experts to help navigate life-changing decisions is a smart decision.
Over the past 30 years, we have worked with clients that are employees of the following companies and have helped each of them with the complexities of their employee stock options:
