Hey team!
I'm going to keep this question intentionally vague because I'm trying to get some help for a friend.
He is currently holding NSOs with a value of a little over 200k (difference between strike and current market) in the publicly traded yet relatively small company where he works. He's trying to reduce his exposure to this one company as much as possible over the next few years. Currently sitting pretty firmly in the 25% tax bracket. Could possibly free up a small amount of tax space in the 15% but no more then 5-10k. What would be the best way to get this money into other investments with the least amount of tax liability? Let me know if any more info is needed.
Thanks for the help!