Equity Compensation

Tender Offers and Your Equity Comp: What to Consider if Your Private Company Presents a Liquidity Event

by Daniel Zajac, CFP®, EA | Last updated May 26, 2025 | Equity Compensation

A tender offer creates a short-term liquidity event for private employees, who otherwise may not have much choice or control over selling their company stock (since it’s not traded publicly...

Incorporating Equity Compensation into a Multi-Generational Wealth Transfer Plan

by Daniel Zajac, CFP®, EA | Last updated May 19, 2025 | Equity Compensation

Let’s take a look at how taxes play a role in the most common wealth transfer strategies, as well as what steps you can take now to incorporate your equity...

The Basics of Equity Compensation

by Daniel Zajac, CFP®, EA | Last updated May 19, 2025 | Equity Compensation

If your employer provides equity compensation as a part of its benefits package, you can expect to receive a wealth of information about the program. If you’re new to the...

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Concentration Risk and Your Equity Compensation: Reasons and Rebuttals

by Daniel Zajac, CFP®, EA | Last updated May 27, 2025 | Considerations When You Have Significant Equity Compensation, Equity Compensation, Wealth Accumulation

Concentration risk is an issue of interest to nearly every employee, executive, business owner, or anyone else holding company stock and employee stock options. What is concentration risk? It’s loosely...

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What Executives Need to Know About Performance Awards

by Daniel Zajac, CFP®, EA | Last updated May 27, 2025 | Considerations When You Have Significant Equity Compensation, Equity Compensation, Wealth Accumulation

A performance award is a grant of company stock or stock units, typically tied to a pre-determined metric or goal that is specific to the recipient or award itself. More...

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The 10b5-1 Plan: 8 Frequently Asked Questions and Recent Updates

by Daniel Zajac, CFP®, EA | Last updated May 19, 2025 | Considerations When You Have Significant Equity Compensation, Equity Compensation

If you’re an executive or an employee with significant equity in your company from employee stock options, restricted stock units, or other stock grants, you may have a continual need...

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Simplifying the Equity Compensation Complexities: Keep it, Spend it, or Save it

by Daniel Zajac, CFP®, EA | Last updated May 27, 2025 | Equity Compensation

If you’re wondering how to maximize the value of your incentive stock options (ISOs), non-qualified stock options (NQSOs), restricted stock units (RSUs), or other forms of equity compensation, you’re not...

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What Equity Compensation Shares Are the Best to Contribute to a Donor Advised Fund? Part 2

by Daniel Zajac, CFP®, EA | Last updated May 19, 2025 | Donor Advised Fund, Equity Compensation

To achieve this win-win ideal, it’s important to be deliberate about which equity compensation share lots you donate, as well as whether you donate them as post-sale cash proceeds, or...

What to Expect When Your Company IPOs and How to Prepare for a Liquidity Event

by Daniel Zajac, CFP®, EA | Last updated May 27, 2025 | Considerations When You Have Significant Equity Compensation, Equity Compensation, Pre-IPO / Private Stock

Being part of an initial public offering, or IPO, is an exciting time. This is when a private company goes through the process of getting listed on a publicly-traded exchange....

What Are the Key Differences Between Restricted Stock Units and Employee Stock Options?

by Daniel Zajac, CFP®, EA | Last updated May 27, 2025 | Equity Compensation, Restricted Stock

Restricted stock units and employee stock options are commonly-awarded types of equity compensation that you may receive as part of your overall pay from your employer. While both restricted stock...

What to Do When Your Equity Compensation Is Granted and Vested

by Daniel Zajac, CFP®, EA | Last updated May 19, 2025 | Equity Compensation, Strategies for Maximizing Equity Compensation

If you are on the receiving end of an equity compensation award, you may be overwhelmed by the amount of new information, jargon, and rules coming your way. You might...

What Is Cost Basis and Why Is It Important for Equity Compensation?

by Daniel Zajac, CFP®, EA | Last updated May 19, 2025 | Equity Compensation

If you have equity compensation, you may wonder how the value of the shares you hold may influence your tax bill -- or how vesting, exercising, and selling your shares...

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