Equity Compensation
Incorporating Equity Compensation into a Multi-Generational Wealth Transfer Plan
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...
Read More The Basics of 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...
Read More Concentration Risk and Your Equity Compensation: Reasons and Rebuttals
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...
Read More What Executives Need to Know About Performance Awards
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...
Read More The 10b5-1 Plan: 8 Frequently Asked Questions and Recent Updates
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...
Read More What Equity Compensation Shares Are the Best to Contribute to a Donor Advised Fund? Part 2
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...
Read More What to Expect When Your Company IPOs and How to Prepare for a Liquidity Event
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....
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