Successful Tax Workshop – Company Stock Plan & Tax Implications

The decision to kick off our workshops with this subject was actually quite simple. As many of our clients have company stock plans, we were surprised to learn that several clients were unaware of the tax consequences related to their stock plan and how the decisions they make/made throughout the year affect their taxes. During our workshop, we were able to highlight some of the common misconceptions regarding company stock plans, explore how stock plans affect tax liability and how timing can impact taxable income. Our goal was to empower our clients; to have our clients walk away with useful information to consider when making decisions as well as helpful tax planning strategies that enable them to achieve maximum financial results with minimum tax exposure.

If you are interested in receiving invitations to future workshops, please contact Amanda Villalobos at or 858-549-7100, and she will add you to our interest list.

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Encore Partners LLP is committed to assisting our clients achieve financial success by delivering exceptional tax and advisory services.