When Equity Becomes Complexity
Whether through IPO, acquisition, or long-term comp plans, you may find yourself heavily exposed to a single stock position—and unsure how or when to sell it.
Common risks include:
- Triggering unnecessary taxes through poor timing
- Having too much of your net worth tied up in a single place
- Misaligned equity and estate planning may lead to costly gaps
- Mismatched cash flow and liquidity when major life events hit
With Brickley's combined CPA and advisory, we can help you:
Plan RSU vesting and stock option exercises with a focus on timing, taxes, and overall impact
Align equity holdings with your estate plan, cash flow needs, and long-term financial goals
Diversify concentrated positions and integrate equity into a cohesive, future-ready wealth strategy
Structure equity sales to manage tax exposure and ensure access to liquidity when needed
What Should You Do with Your RSUs?
Managing RSUs involves navigating tax considerations and making strategic financial decisions. This post outlines the key factors to consider when deciding whether to sell or hold your RSUs, along with options for reinvesting or donating proceeds.
Optimizing Equity Compensation Strategies: Balancing Stock Options and Taxes
Strategically managing equity compensation involves evaluating stock options like ISOs, NQSOs, and RSUs while considering tax implications. Planning around key events and integrating tax projections are crucial for making informed decisions.
Preparing for an IPO: A Helpful Guide to Managing Your Equity
Preparing for an IPO brings exciting financial opportunities, but understanding how to handle equity awards like RSUs and stock options is essential. This guide from Brickley Wealth Management outlines key strategies, tax implications, and timing considerations to help you maximize your financial rewards.
Let’s create your big picture together
Taking a comprehensive and customized approach to all of your finances can be an effective way to help achieve your present and future goals. Brickley combines wealth management and tax planning to provide a responsive and streamlined process.
Together we'll design the most optimized plan that considers the important moments of your life.
- Financial Planning
- Tax Planning & Returns
- Investment Management
- Trust & Estate Planning
- Retirement Planning
- Company Stock & Equity
- Special Needs Planning
- Education Planning
- Philanthropy
