Stock Options & Equity Awards
Model the potential tax consequences of options, restricted stock, equity awards, and shares across exercise, vesting, holding, and sale decisions.
For Executives & Equity Compensation
Know the tax impact before you act.
Vantage helps executives coordinate salary, bonuses, stock options, equity awards, investments, and multi-state residency before a vesting event, exercise, or sale.
How Vantage helps
Multi-State Compensation
Evaluate how work location, residency changes, travel, and equity sourcing may affect income allocation and filing obligations.
Transaction Timing
Coordinate withholding, estimated payments, exercises, sales, and charitable or estate-planning decisions before major taxable events.
Integrated Personal Planning
Connect executive compensation with investment income, business interests, real estate, trusts, and the family’s broader tax picture.
Compensation in full context
Every award. Every jurisdiction. One tax strategy.
Vantage connects salary, bonuses, stock options, equity awards, investments, and multi-state residency before major decisions create avoidable surprises.
When to call Vantage
Call before
the decision.
- Before exercising stock options
- Before vesting or selling shares
- Before changing residency or work states
- Before a major liquidity or compensation event
Executives & Equity Compensation FAQs
Clear answers
What clients
ask first.
How are stock options taxed?
Tax treatment depends on the option type, exercise price, fair market value, holding period, and timing of sale. State sourcing and residency may also affect the result.
Do RSUs create taxes before the shares are sold?
Restricted stock units commonly create taxable compensation when they vest and settle, even if the shares are not immediately sold. Withholding may not cover the full tax liability.
Can moving to another state change the tax on equity compensation?
It can. States may source equity income based on workdays, grant-to-vest periods, residency, or other rules, so a move does not necessarily eliminate tax exposure in the former state.
When should an executive begin planning for a liquidity event?
As early as practical. Exercises, sales, estimated payments, charitable planning, and residency decisions may need to be evaluated before the transaction occurs.
Plan the next move early