Stock Options and Equity Compensation
Pre- and Post-Liquidity Planning
Five Star Wealth Manager
Matt is a Senior Wealth Advisor at The Colony Group. He is a CERTIFIED FINANCIAL PLANNER™ and supports a team of counselors with all aspects of client relationships, including financial, investment, and tax planning for high net worth individuals and corporate executives.
Prior to joining The Colony Group, Matt worked for Brown Brothers Harriman where he provided accounting services for global mutual funds and international investments. He earned his Bachelor of Science in Business Administration while concentrating in Finance from Ithaca College. Matt is actively involved with the Michael J. Fox Foundation. In his spare time, he enjoys traveling, cooking, and playing basketball, soccer or golf.
For many, in the year of closing of an M&A transaction, a considerable amount of taxable income could be generated from both vested and unvested options, as well as restricted share grants. This in turn could result in a significantly higher than usual tax bill for 2016. Those who...