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Private clients of Zajac Group work with a dedicated team of experienced professionals, all seeking to address your uniquely complex wealth needs.
If you’re someone who has accumulated a significant amount of equity compensation, congratulations. You’ve worked hard to get where you are, and now it’s time to discuss different strategies available and how they align with your personal financial goals.
Whether you have big decisions to make with equity compensation, or you want to deepen your knowledge of how various decisions impact your financial goals, we’ve curated some popular resources to help. Let’s dive in…
You’re in the right place if:
You are an executive or senior employee who had accumulated stock over many years
You’re an employee of a company that is nearing or has just gone through a new IPO
You have equity compensation accumulated over many years and seeking retirement or financial independence
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Helpful Resources
Concentration Risk and Your Equity Compensation: Reasons and Rebuttals
Concentration risk is an issue of interest to...
What Executives Need to Know About Performance Awards
A performance award is a grant of company stock...
The 10b5-1 Plan: 8 Frequently Asked Questions and Recent Updates
If you’re an executive or an employee with...
A Quick Take on the Tax Treatment of Incentive Stock Options
If your employer has granted you incentive stock...
How to Coordinate a Donor Advised Fund and Your Equity Compensation
If you have equity compensation and are in an...
What to Expect When Your Company IPOs and How to Prepare for a Liquidity Event
Being part of an initial public offering, or...