Equity Compensation
How are performance shares taxed?
There is no taxable event when performance shares are granted. A taxable event occurs once you meet a performance metric and shares are delivered. This often occurs after the board...
Read More What might a Performance Award/Grant look like?
A performance award is generally issued with a target number of shares, an achievement timeline, its metric(s), and a minimum and maximum award. Minimum/maximum awards are typically based on how...
Read More Why Do Companies Use Performance Awards?
Performance Stock Awards (PSAs or PSUs), are meant to reward executives based on their contributions to a company’s objectives and overall progress measurably and harmoniously. The more deliberately a company...
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...
Read More 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.
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....
Read More What You Need to Know about Double-Trigger Restricted Stock Units
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...
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