A Strategy to Maximize Your Equity Compensation

Over the past decade, equity compensation has become a popular – and lucrative – incentive for executives and highly skilled laborers. But complex decisions surround it.

We can help you build a strategy for your awards so that you realize their full potential as a wealth building tool.

Our tax and financial experts can help guide you through several key considerations about your equity compensation including:

  • How much of your stock awards should you sell or keep?
  • How do stock awards fit with your broader financial plan?
  • What are the tax implications?
  • Is your wealth overly concentrated in company stock?
  • What happens to stock awards if something happens to you?

Let us help build a strategy for your equity compensation.

Thinking it Through: Seven Questions You Should Ask About Equity Compensation

This brief provides an overview of how we work with clients around equity compensation, and why it is important to have a strategy in place to manage it.