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How do I maximize and preserve the value of my equity compensation?
From RSU’s to ISO’s, KBF’s team of experts are here to assist you in understanding your options and help you consider the best path forward. Employer stock plans come with complicated tax implications, earnings structures, and lots of extra rules. Our team helps you choose the best options and reduce your taxes, so these benefits don’t become burdens down the road.
Our executive tax services include:
- Federal, State and Local Tax Compliance
- Individual Income Tax Planning and Projections
- Stock Compensation Planning
- Retirement Planning
- Tax Examination Representation
At KBF, we leverage our extensive experience to provide the type of high-touch service that enables our clients to make the right decisions about their financial future.
Our team of tax professionals develop long-standing, personal relationships with clients so they can better anticipate and plan for their short-term needs and long-term goals.