Press Release: Adds Equity Compensation Tax Planning

POSTED ON November 28, 2021 BY Bill Dillhoefer

Bend, OR, November 29, 2021 –, the wealth management industry’s leading application for providing clients with sophisticated equity compensation guidance now includes multi-year tax and cash flow modeling functionality.  In addition to’s equity compensation valuation and risk analytics, advisors can now model diversification strategies over a 10-year horizon that provide detailed tax, cash flow […]


Incentive Stock Option (ISO) Planning Guidelines

POSTED ON October 15, 2019 BY Bill Dillhoefer

According to the NASPP, Incentive Stock Options (ISOs) are now rarely granted to employees of publicly traded companies, yet they are still popular with pre-IPO private companies. Consequently, advisors may encounter clients or prospects with ISOs that want to take advantage of the lower Alternative Minimum Tax (AMT) tax rates on these grants and optimizing […]