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Home
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Allset Approach
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Tax Planning
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For Federal Employees
For Tech Employees
FAQs
Investment Account
Financial Planning
Book now
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Incentive Stock Options (ISOs): What Tech Employees Need to Know
Tax, RSU Shuo Li, CFP®, CIMA®, CHFC® 2/20/26 Tax, RSU Shuo Li, CFP®, CIMA®, CHFC® 2/20/26

Incentive Stock Options (ISOs): What Tech Employees Need to Know

It All Begins Here

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Contact

Shuo Li (240)316-8158
Shuo.Li@LPL.com

Danni Shen (301)547-4054
Danni.Shen@LPL.com

Location

303 International Circle, Suite 105
Hunt Valley, MD 21030

909 Rose Avenue, Suite 605
North Bethesda, MD 20852

Shuo Li and Danni Shen are Financial Planner with, and offer securities and investment advisory services through LPL Enterprise (LPLE), a Registered Investment Advisor, Member FINRA/SIPC, and an affiliate of LPL Financial.

LPLE and LPL Financial are not affiliated with Allset Wealth.

LPL Enterprise Form CRS

The LPL Enterprise registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

This information is not intended as authoritative guidance or tax or legal advice.  You should consult with your attorney or tax advisor for guidance on your specific situation.

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