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We have developed an extensive consulting relationship with many of the executives at A bbott Laboratories and Hospira. Having worked with these companies for over 10 years, this relationship has resulted in stock option planning, financial planning, tax return preparation, estate planning, insurance analysis and acquisition and much more.

Aside from all of the information presented on our Stock Option Planning page, we have documented many of our client's FAQs and GCD Stock Option Philosophies as it pertains to the Abbott & Hospira Stock Option in specific. This document is meant to give you some brief understanding of the complex world of these options.

The choice of when to exercise is a daunting one. When is the right time? What will a person truly walk away with after tax? And there are many more questions to be answered if you are going to maximize the benefits of these stock options. Our philosophy evolves around taking the emotions of the situation and looking at the big picture of a client's life. We do this by taking the following steps:

Step 1

Complete a Pre-Model Option Questionnaire that we have created that helps us to assess your personal sentiment towards your company's stock and gather historical data to recreate many of the tax records that most people do not have.

Step 2

Create a model that summarizes the different stock option grants; presents an action plan based on conversations with our client; and calculates the actual AMT, federal, state and payroll tax effects of any of the recommended actions. The right stock option model is constantly enhanced and updated as the need for future transactions come up. We have spent the last 5 years designing our own unique Stock Option Model strictly for employees of Abbott and Hospira. Currently, there is no such other model available on the market. Furthermore, we have successfully represented several clients before the IRS in regards to their transactions using this model. Please contact us if you would like to discuss this modeling process further and the related costs for preparation.

Step 3

Take the actions outlined in the model in Step 2. Because of our involvement and understanding of stock options, many of our clients empower us to execute the transactions along with UBS (the brokerage firm that handles ALL Abbott and Hospira stock option transactions.

Please go to our Financial Planning page to learn how stock options are just a part of the complete financial planning process or contact us for more information or an interpretation of any of the information on these internet links above.

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