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
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