Stock option planning is not merely computing the net after tax value of your current stock options. It is determining which options to exercise, which shares of stock do I sell, and when to implement each of these steps. Like estate planning, we educate our clients on the tax implications for incentive stock options and non-qualified stock options.

Moreover, Witt Consulting can design custom templates to track both qualified and non-qualified stock options for executives who receive options from one or many organizations. With our technology, we can provide “state of the art” stock option planning strategies which can include running multiple scenarios to determine the best outcome given each client’s situation and desires for exercising options.

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