Stock Option Assistance

We can assist you in addressing financial decisions with respect to your company's stock options (both incentive stock options and nonqualified stock options). We look at the volatility of the underlying stock and your risk tolerance helping you determine which grants to exercise, how much and when to diversify.

Through our planning assistance, we can help you minimize the income (both regular and alternative minimum tax), estate and gift tax liabilities that may be incurred through your ownership and exercise of the options and sale of the underlying stock.

For more information, please contact:

Newport Beach
Scott Burack
Alec Abbott
Manny Trelles

San Diego
Kenneth M. Kasianovitz