Concentration Risk and Your Equity Compensation: Reasons and Rebuttals
Zajac Group
MARCH 20, 2023
While tax aware decision-making is an important part of equity compensation planning, you may have to decide which is more important to you: deferring or avoiding taxes, or reducing concentration risk? Or, you may seek to optimize tax via an exercise and hold of incentive stock options (or exercise NQSOs early and file an 83(b) ).
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