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