More about Chris Wall
Chris Wall is a Certified Public Accountant and Certified Financial Planner. He best serves those with complex stock compensation needs, including Incentive Stock Options(ISO), Nonqualified Stock Options(NSO), Restricted Stock(RSU/RSA), and Employee Stock Purchase Plans(ESPP). His specialties include tax planning, cash flow analysis, distribution modeling, retirement planning, and withdrawal strategies.
Blog Posts by Chris Wall:
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Tax Withholding Considerations For Those Receiving Equity Compensation
Back to the basics: Taking a look at tax withholding requirement for those receiving ISOs, NSOs, and RSUs.
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Popular Strategies for Exercising Nonqualified Stock Options
Taking a look at alternative strategies for exercising your stock options.
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Proposed Changes to Qualified Small Business Stock
Examining the tax proposals related to Qualified Small Business Stock
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A Different Kind of Lock Up Period
Taking a deeper look at the evolving world of IPO’s from an employee’s prospective.