Our Services

Stock Option Analysis

Equity-based compensation has grown in popularity in recent years. This new trend and highly complex asset calls for the expertise of a trained financial professional. Our professionals have obtained the prestigious CFA and CIMA credentials and have decades of experience in the financial industry.

New England Divorce Solutions proudly partners with the nation's leading expert in stock options. This partnership keeps our professionals on the cutting edge of current trends and knowledge in this ever changing landscape.

Equity-based compensation can represent a significant portion of a family's wealth, particularly if your client is a highly compensated executive. Understanding how to value and transfer stock options is an extremely important factor in determining and eventually dividing property.

Our professionals can explain the nuances of qualified and non-qualified options, restricted stock and stock-appreciation rights as well as any tax treatment differences to your client. We can also prepare reports that separate the vested or unvested stock, calculate the portion subject to marital distribution, and evaluate whether the stock is transferable.

In addition, our firm provides clients with the ability to track, analyze and run scenarios for their stock options, employee stock purchases, restricted stock and stock appreciation rights. We also provide timely alerts to clients on their IPhone or other electronic devices so they will never miss an opportunity to exercise or sell based upon certain valuation parameters.