Maximize Your
Equity Compensation
Proactive tax saving strategies for tech professionals with ISOs, NSOs, RSUs, QSBS & 83(b) issues
Tech Professionals Trust Minnie Lau
The questions we help with
01.
Unsure you are exercising the right amount?
Confidently exercise the optimal number of shares while staying within your budget
02.
Are you using the right third party service to fund your stock options exercise?
Thinking about partnering with ESO, Equity Bee, or SecFi? Get an objective analysis to ensure you’re taking the best deal, regardless of any vendor preference
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03.
Do you understand how much you’ll have after you sell?
Selling on Forge Global, EquityZen, Hiive , company tender, or IPO? Clearly understand your after-tax profits before you sell
04.
Don’t understand AMT and how it works?
Paying Alternative Minimum Tax? Partner with someone who can translate the complexities, guide you through payment, and unlock strategies to recover it quickly
05.
IPO coming but unsure if you've done everything you can?
Company going public? Make strategic moves to minimize taxes and maximize your upside with expert guidance
Who We Help
TECH PROFESSIONALS
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Understand your equity compensation package and what it means now and in the future
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Determine the value of your equity compensation – how much money are you leaving on the table if you don’t exercise today
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Structure a plan on RSU liquidation to meet your life goals
EARLY-STAGE START-UPS
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Determine what type of stock option plan is best for you and your employees
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Handle income tax filings so you can spend your time working on your business
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Minimize taxes by optimizing existing tax credits
TECH FOUNDERS
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Educate yourself on equity compensation to maximize value for yourself, your employees & your investors
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Plan for future liquidity events to maximize your windfall
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Optimize the value of your Qualified Small Business Stock
How We Help
01
LISTEN
This is where we ask a bunch of questions and do our fact-gathering. We want to know about your hopes and dreams along with your fears and constraints. Show us your equity plan and the other major financial pieces in your life.
02
ANALYZE
We review what you want and determine whether it’s achievable. If it is – we’ll see if we can do it even better. If it’s not, we give you the reality of what you can do so that you can make intelligent decisions with substance.
03
IMPLEMENT
We help put a plan together for you to follow. If external parties are involved, we will assist in coordinating them to put your master plan into action. We may bring in an estate planning attorney to structure vehicles to defer taxation on your stock. We’ll work with your wealth team to maximize your liquidity.
04
FOLLOW THROUGH
In addition to tax planning, we offer tax preparation services. AMT can be complicated – let us handle your taxes and keep track of your options.
Minnie takes existing information, makes sense of it, and quickly maps out a plan for us to move forward.
Stephanie I.
One of the few game-changing opportunities was working with Minnie. I’ve seen multiple experts - only Minnie provided timely planning with effective tax strategies.
M. F.
When I was offered our stock buy-out, Minnie really helped me and my wife with the details and tax planning. She is awesome to work with.
Jim + Kelly M.
About Minnie Lau CPA PC
Minnie Lau CPA PC provides tax advisory to high-earning and high net worth individuals. Our clients include tech founders, early-stage tech start-ups and tech employees. We specialize in helping clients maximize the value of their equity compensation utilizing strategies from the tax code to minimize federal and state taxes.
