Stock Options and Tax Planning for Equity Compensation 2020

As an employee with stock options in a growing company, you have the consideration to participate in the value creation as it relates to your equity compensation. There are questions you might need to ask: When are you able to exercise, how does the taxation work, can you exercise during a funding round, how much will this cost, what is the downside, what happens if I leave the company voluntarily?

Over the years, GW & Wade has had the opportunity to help countless employees at high growth companies while they were scaling, participating in funding rounds, preparing for and post-acquisition.

  • August 13, 2020
  • 2:00 PM ET / 11:00 AM PT
What will you learn?

On Thursday, August 13th at 2:00 PM ET, we will be holding a webinar to discuss how company executives and entrepreneurs can best manage their incentive stock options. Specifically, we will cover:

  • When — and how — to exercise your stock options strategically as you seek to capture the most benefit
  • Tips for effectively managing 83(b) elections
  • The impact of the Alternative Minimum Tax (AMT) on equity compensation
  • Tax implications for different types of stock options

The event will be hosted by Barry J. Morgan, JD, MBA, and James Da Silva. Following the presentation, there will be a live Q&A session, allowing you to ask Barry and Jim your most pressing questions.

We invite you to share the invitation with your friends, family and colleagues. We hope you can attend this live webinar on August 13th.

Presented by:
Barry J. Morgan, JD, MBA

Barry joined GW & Wade in 2009 after 6 years working at a boutique financial and estate planning law firm. He works with many types of clients including corporate executives, technology entrepreneurs, retirees, and young families. Barry’s expertise covers a broad range of topics including investment management, tax planning, estate planning, executive benefit strategies, retirement planning, and individual planning issues arising from mergers and acquisitions.

Barry holds his Series 7 and Series 66 licenses, and is a 2020 recipient of Boston Magazine’s “FIVE STAR Wealth Manager Award”. Please see our awards and recognitions disclosure at https://www.gwwade.com/disclosures.

James Da Silva
Principal & SVP of Client Development

As a GW & Wade Principal and SVP of Client Development, Jim is responsible for introducing and presenting GW & Wade’s financial, equity compensation and tax planning services and investment management platform to those working within the venture-backed community as investors or portfolio teams, who work in professional services and senior executives of public companies.

Jim is also a member of the MIT Enterprise Forum and a founding member of the Startup Coalition, created to help those leading the newest and most innovative emerging technology firms, scale, and grow profitably.


Investment advisory services offered through GW & Wade, LLC.

This information is general and educational in nature and should not be considered investment, legal or tax advice. Tax laws and regulations are complex and subject to change. Information is as of the date of publication. GW & Wade cannot guarantee that this information is accurate, complete, or timely. We make no warranties with regard to such information or results obtained by its use. Always consult an attorney or tax professional regarding your specific situation.

Clients of the firm who have specific questions should contact the GW & Wade Counselor with whom they regularly work. All other inquiries, including any inquiry concerning a potential advisory relationship with GW & Wade, should be directed to:

Laurie Wexler Gerber, Director of Marketing
GW & Wade, LLC