Webinar Recording

As an employee with stock options in a growing company, you have the opportunity 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, and 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, and preparing for pre and post-acquisition.

  • June 27, 2023
  • 2:00 PM ET/11:00 AM PT
What will you learn?

On Tuesday, June 27th at 2:00 PM ET/11:00 AM PT, we held a webinar to discuss how company executives and entrepreneurs can best manage their incentive stock options. Specifically, we covered:

  • 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
Presented by:
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Tyler Rich, CPA, MBA
Counselor - GW & Wade, LLC

Tyler Rich has been with GW & Wade since 2017, focusing on investment management, financial counseling and tax planning. He is also a member of the firm’s Investment Committee. 

Prior to joining GW & Wade, Tyler worked at PwC for over seven years, providing M&A advisory services to clients engaging in buy and sell-side transactions.

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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.

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Disclosures


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:

GW & Wade, LLC
781-239-1188
info@gwwade.com

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Investment advisory services offered through GW & Wade, LLC