Stock Options and Tax Planning for Equity Compensation 2021

As an employee with stock options in a growing company, you have the option 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.

  • June 17, 2021
  • 2:00 PM ET/11:00 AM PT
What will you learn?

On Thursday, June 17th at 2:00 PM ET/11:00 AM PT, we will be hosting 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 Justin Wiles, JD, and Bryan J. Ciborowski. Following the presentation, there will be a live Q&A session, allowing you to ask Justin and Bryan 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 June 17th.

Presented by:
Justin Wiles, JD
Counselor - GW & Wade, LLC

Based in Palo Alto, Justin Wiles has been with GW & Wade since 2015, specializing in investment management, financial counseling and tax planning. He currently provides tax, investment, estate planning and retirement advice to a wide range of clients including startup professionals, executives of more established firms and retirees. 

Prior to joining GW & Wade, Justin specialized in individual and partnership tax at a San Francisco accounting firm.


Bryan J. Ciborowski
VP of Client Development - GW & Wade, LLC

Bryan Ciborowski is a VP of Client Development working in GW & Wade’s Wellesley office. Bryan is responsible for introducing and presenting GW & Wade’s full service offering to individuals, families and corporations.

Prior to GW & Wade, Bryan held various sales consulting and management positions within the world’s third largest asset manager, State Street Global Advisors. As Head of Internal Sales for the Private Wealth Division, he was responsible for managing a team working with some of the nation’s top wealth management firms in implementing best practices in investment selection, portfolio construction, and practice management.


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