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Join the TribeYou start with 100 once you join and offer a service.

Stock Options Consulting


250 simbi per session - Virtual OK

* I will review your stock options package - be it ISO, NSO, or RSUs
* Explain to you the tax ramifications of exercising your stock options
* If you are able to early exercise, I will go through the process on how to be compliant doing so (how to file your 83b election)
* If you are thinking of leaving your company, I will tell you how much it'd cost to exercise everything you have vested
* I will explain to you how AMT works and the timing you need to pay if you decide to exercise your stock options

Training & Qualifications

I have been servicing high net worth tech professionals for a number of years and have my own tax practice servicing this population. I have been a CPA in good standing with the California Board of Accountancy since 2011.

Availability & Preferences

I prefer to work during regular business hours but if it's a time sensitive situation I will meet with a client on weeknight evenings.

Trading Preference: I’m flexible, just hit me up!
Join the TribeYou start with 100 once you join and offer a service.

About Minnie Lau

My tax practice services two of my favorite groups of people - entrepreneurs/freelancers/self-employed people and stock option tech folks. Entrepreneurs - You will have a greater appreciation on you can or can't write off, but more importantly, keep you from falling through the cracks on taxes and start putting away for retirement too (even though it's the last thing you think about). Stock Option Folks - You may not want to understand your taxes, but you still have to pay it. I can tell you how it works, or even better yet, I can figure it out for you so that you can focus on doing what you do best. I can give you a precise picture whether or not you should exercise, how much you should exercise, how much it would cost to get you closer to your more

Open to other proposals
Minnie Lau is looking for:
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