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executive compensation management san diego

Executive Equity and Compensation Planning

From 401(k)s to stock incentives, we can help optimize your compensation while minimizing the impact of taxes.

We often help clients:

  • Understand the investment options in their 401(k), 403(b), or 457 retirement plans
  • Analyze equity-based compensation including Incentive Stock Options (ISOs), Non-Qualified Stock Options (NQSOs), Restricted Stock Units (RSUs), and Employee Stock Purchase Plans (ESPP)
  • Understand 83(b) election and Net Unrealized Appreciation (NUA) opportunities
  • Coordinate, strategize, and execute 10b5-1 plans
  • Manage concentrated stock positions
  • Plan for liquidity events, such as mergers, buyouts, IPOs, or sales of a closely held businesses
  • Determine contribution and payout strategies for deferred compensation programs

OUR TEAM

Discover the people who make Dowling & Yahnke one of San Diego's top wealth management firms.

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Our team is available now to discuss all of your finance goals.

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