Executives on the Move
CAISSA specializes in guiding executives through the complexities of equity compensation and employment transitions. Whether contemplating a move, retirement, or navigating various decision milestones, we help you understand the value of your compensation, minimize tax implications, and retain executive benefits. Our goal is to ensure you make informed decisions that maximize your financial potential, even if you’re not physically moving away from a company.
Closely-Held Business Exit
Jim was the CEO of a family business and owned significant shares in the company. As Jim looked forward to his retirement plans; including dream home construction, family gifts and philanthropic interests, he worked with CAISSA to explore various exit strategies for his retirement and the funding of his goals. CAISSA is assisting him with tracking the stock liquidation installments, assessing the tax impact, and the implementation of an investment strategy for the proceeds.
Stock Options & AMT
Tom, a corporate executive, had accumulated a substantial amount of employer shares and receives annually stock option grants, specifically incentive stock options (ISOs). He engaged with CAISSA to help manage the concentrated stock position and provide clarity to his understanding of the tax implications of exercising his equity compensation awards. CAISSA worked closely with Tom’s tax advisor to coordinate the timing of exercise and the resulting tax liability with consideration for the complexities of the alternative minimum tax (AMT).