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Stock Options

In today’s high technology and service based economy, many professionals receive stock options as part of their compensation package.  Stock options have income tax, investment, and wealth management consequences for those people that receive them.  Cornerstone will work with you to design and implement a plan to manage and exercise both non-qualified and incentive stock options to maximize your after-tax investment gains.  In addition, we will work with you to reduce the concentration of your employer’s stock in your overall investment portfolio.