Problem 1:You don’t plan out your tax each year
You always have a tax surprise at the end of the year. You know it must be from your ESS or ESPP but that doesn't stop the frustration you feel.
Solutions:
- Know your numbers
- Complete an audit to determine your exact number of shares
- Work out the tax position for the next financial year
- Be crystal clear on how much money you need to put away for your tax
- Stay focused when you hit road bumps
I work with you to assess your current ESS or ESPP and create your individual employee share plan scoreboard.
Get StartedOther Problems I Solve
2
You don't set aside funds to pay for your tax
Because you don't plan your tax each year, you don't put aside or provision money for your future tax. Therefore, you sell shares, which creates more tax for the next year and you are now on a treadmill of lumpy tax and cash flow payments
More3
You don't know which parcel of shares to sell for the best tax result
If you do need or want to sell your shares, you don't know which parcel of shares to sell for the best tax result. Selling the wrong parcel could make your tax position worse
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