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Stock Options & Equity

Make the Most of Your Stock Options

Executive and consultant compensation is a financially complex proposition these days, particularly when equities are involved. To ensure you are adequately rewarded for your performance, and that you make the most of those rewards, Clark Nuber offers our expertise in the following areas:

Equity Compensation

Our professionals can play an integral role in negotiating the equity, stock option, or restricted stock portion of your employment or consulting contract, helping you to decide whether Restricted Stock, Incentive or Non-Qualified Stock Options, Phantom Stock, or Deferred Compensation is the best fit for your personal situation. We take special care to ensure that you and your family will be protected if your employment situation changes unexpectedly. We can also play the reverse role of advising entrepreneurs with the best options for equity compensation from a company perspective.

Stock Option and Restricted Stock Advice

Exercising stock options in the wrong tax year can have disastrous financial results. Fortunately, these can be prevented with proper planning. We analyze all the “what-if” scenarios for exercising your options, including reverse vesting, filing an 83(b) election for restricted stock, transferring the stock or options to other family members, or receiving a profits interest from a Limited Liability Company.

Connect with Us

Dan Wright

With a wide-ranging and highly curious intellect, it comes as no surprise that Dan's passion is learning.

CPA, MAcc | Principal

Dan Cassidy

A principal in Clark Nuber's tax practice, Dan loves a challenge.

CPA | Principal

Jeff Pannell

Whether it's water skiing, golfing, scuba diving, spending time with family, or attending sporting events, when he's not hard at work in the office, Jeff can be found outdoors.

CPA, MST | Shareholder

Anna Au

In quiet relaxing moments, soothing cuddles from her cat brings Anna joy. At other times it is endorphins from her workouts, FaceTiming with her daughter, or just chilling with her husband.

CPA, MST, TEP | Shareholder