RESTRICTED STOCK can be a great investment with excellent earnings potential, but the IRS has 3 Tax Traps investors fall into every day. This 6-page report will teach you how to avoid costly tax mistakes that you could make with your restricted stock units. 

Dave Alison is a nationally recognized advisor with a passion to make clients’ financial lives easier through integrated holistic wealth management. 

Dave has become a thought-leader, speaker, and industry trainer on holistic financial planning including specializations in the coordination of taxation and financial planning, equity compensation such as NQSOs, ISOs, RSUs, Founder's Stock, and ESPPs, and retirement income distribution planning. His professional capabilities to engineer advanced financial, tax, investment, insurance and estate planning needs into one holistic plan led him to found Alison Wealth Management.

Dave's personal experience helping his brother navigate the complex financial decisions that arose from being the CTO and Founder of a tech startup which was eventually purchased by Facebook led him to open Alison Wealth Management's Palo Alto office to help others with similar opportunities or challenges. 

Today at Alison Wealth Management, we deliver comprehensive wealth management to a broad range of clients, including founders, early stage employees with private equity grants, or executives, managers, and engineers at the world's leading public tech companies, as well as individuals who have achieved the financial freedom of retirement (which for many of our client's is an early retirement). 

Alison Wealth Management has offices in Palo Alto, CA, Mount Pleasant, SC (Charleston Area) and Littleton, MA. Alison Wealth Management serves client's all over the United States by offering virtual meetings.

AS SEEN IN:

Financial Planning and Advisory Services are offered through Prosperity Capital Advisors ("PCA") an SEC registered investment adviser with its principal place of business in the State of Ohio. PCA and its representatives are in compliance with the current registration requirements imposed upon registered investment advisers by those states in which PCA maintains clients. PCA may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. This brochure is limited to the dissemination of general information pertaining to its investment advisory/management services. Any subsequent, direct communication by PCA with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. Alison Wealth Management and PCA are separate, non-affiliated entities. For information pertaining to the registration status of PCA, please contact the firm or refer to the Investment Adviser Public Disclosure web site (www.adviserinfo.sec.gov). For additional information about PCA, including fees and services, send for our disclosure statement as set forth on Form ADV from PCA using the contact information herein. Please read the disclosure statement carefully before you invest or send money. © 2018 Alison Wealth Management 2016-2018 Alison Wealth Management.

As a financial planning firm, at Alison Wealth Management we help you answer all the difficult questions. We specialize in providing comprehensive holistic planning  to professionals across the country. We will work to bring the pieces of your financial life together so you don't have to spend the time trying to figure it out yourself, including (but not limited to):

• Comprehensive financial planning
• Time-segmented goals-based planning (home purchase, business acquisitions, college funding solutions)
• Compensation and cash flow planning
• 10b5-1 trading plans
• Highly-concentrated stock & stock option planning
• Risk management & hedging strategies
• Mortgage, student loan, & debt reconstruction planning
• Household budgeting and financial management
• Data-driven evidence-based investment management
• Tax planning & tax management
• Coordinated estate planning* (services provided by independent attorney)
• Income tax reduction & diversification strategies
• Charitable giving
• Retirement income planning
• Comprehensive insurance evaluation and planning

ABOUT THE ADVISOR

Don't Lose Your RSU Earnings to Tax Traps!

Dave Alison

CERTIFIED FINANCIAL PLANNER™ & EA

Alison Wealth Management
530 Lytton Ave, Fl 2
Palo Alto, CA 94301

Learn the 3 Tax Traps for RSUs and how to easily avoid them. Reading this FREE REPORT could significantly improve your wealth.

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