Insights
We write about employee stock options, equity compensation, and financial planning in a way that is easy to understand.
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 Equity Compensation Shares Are the Best to Contribute to a Donor Advised Fund? Part 1
If there’s such a thing as a match made in philanthropic heaven, it may be the ability to donate a portion of your equity compensation shares to a Donor Advised...
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