Andersen Tax

Andersen Tax


Executive Compensation Planning

Andersen Tax’s integrated services can provide stock option planning for both the individual and the business entity.

Andersen Tax has assisted their clients in:

  • The design, establishment, implementation and operation of equity compensation programs such as: non-qualified stock options; incentive stock options; qualified stock purchase plans; restricted stock arrangements; restricted stock unit programs; and phantom stock
  • Business owner’s counseling and planning, including retirement analysis, stock options and benefits
  • The identification of tax efficient opportunities for single stock concentration and diversification issues
  • The valuation of restricted stock and stock options
  • The financial reporting of stock option, derivative and “cheap stock” analyses