How to Coordinate a Donor Advised Fund and Your Equity Compensation

If you have equity compensation and are in an abnormally high-income tax year, it often makes sense to consider how you may be able to offset that pending tax liability. One way to mitigate the tax bill might be to give to charity. Giving to charity in a high-income tax year makes sense for several reasons. First and foremost, the high-income tax year might be the result of cashing out stock, giving you the cash flow necessary to make such a contribution. A high-income tax year may also be an excellent time to donate to charity because the charitable deduction will result in a higher tax deduction due to the higher tax bracket.

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. Where shareholders may have previously only been able to buy or sell the company’s equity in private deals (if allowed by the company), an IPO allows for company stock to be bought, sold, or traded...

If you work for a private company and receive restricted stock units as part of your compensation package, that equity compensation may have a double-trigger provision. While not all restricted stock units, or RSUs, come with this feature, it’s an important element to understand. What Are Double-Trigger RSUs? Double-trigger restricted stock units are those that...

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 also feel uncertain about how new.

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 may impact the value of your award..

Equity compensation and employee stock benefits can be a great tool for employers to attract and retain key talent. These benefits can be equally attractive for employees, because they fast-track your ability to grow wealth if the company’s stock price rises when you can hold and sell shares. But that’s a big “if.” Stock prices...

If you have equity compensation as part of your benefits package, you’ve likely spent time considering when it might be best to take action and maximize the value of these potential assets. Deciding the.

As your retirement date gets closer, it’s important to remain proactive about your financial plan. A retirement plan can help you understand what assets you have available for retirement, where your.

If you have stock options, then you can access an asset that provides you with a choice. Very literally, a stock option is an option; it’s a form of compensation that gives you the right (but not the obligation) to buy shares of company stock at a set price. Acting on this choice is known...

I’m passionate about using my experience to help people like you understand what to do with employee stock options, RSUs, and other forms of equity compensation. I spend a lot of time developing resources to educate on this topic because I believe it’s important that you know how to best leverage this part of your...