We write about employee stock options, equity compensation, and financial planning in a way that is easy to understand.
Equity compensation is an effective tool for attracting and retaining highly qualified employees. But if you’re like most Americans, it’s unlikely you’ll remain with your current employer all the way through to retirement. The average length of employment is just shy...
For executives and entrepreneurs holding highly appreciated assets, the need for diversification becomes increasingly important. Selling stock outright, however, can incur a sizable tax bill—making it difficult to balance concentration risk with long-term portfolio...
If your employer offers restricted stock units (RSUs) as a form of equity compensation, you likely have questions about managing it effectively alongside the other pieces of your financial picture. The good news is, RSUs are relatively simple with fewer options than...
If you’ve received a significant share of company stock, or your positions have grown meaningfully post-IPO, you may be searching for strategies to mitigate downside risk and diversify your portfolio. However, selling appreciated stock can create significant tax...
Incentive stock options (ISO) and the alternative minimum tax (AMT) go hand in hand (here’s an in-depth guide on their correlation if you’re unfamiliar). If you exercise and hold ISOs in the hopes of enjoying the tax benefits of a qualified disposition (such as its...
When you think of “equity compensation,” you might think about incentive stock options, non-qualified stock options, and restricted stock units. If you dig even deeper, you may also think about tax implications, including the alternative minimum tax and qualified...
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 on the market yet). It is a single, limited event where employees may choose to sell their shares. However, once the offer period has passed, the company stock shares become illiquid again.
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 compensation into your estate plan.
For most people, tax time can be a headache—though for earners with traditional compensation packages, it can at least be fairly predictable (W-2 wages, withheld taxes, 401(k) contribution deductions, etc.). If you’re a business owner, partner, or investor in a...
Incentive stock options (ISOs) are known far and wide for their preferential tax treatment on the total recognized gain—as long as you meet the holding period requirements for a qualified sale.
Whether you’re just getting started or expanding your knowledge, here are some resources to get you started.
Understand what you have, what you should consider, and what ultimately matters to you.
I write about equity compensation and employee stock options in a way that is easy to understand.
Understand what you have, what you should consider, and what ultimately matters to you.
Get the Ultimate Guide to Incentive Stock Options to better understand your equity compensation.
