Executive Benefits and Compensation

We all pick up little bits of “financial wisdom” over the years and treat them as absolute truth. Until someone says something that…

RSU taxes can create unexpected bills. Meeting safe harbor early may reduce penalties and make your cash flow more predictable.

Rising stock prices can leave RSU underwithholding behind. Learn the steps that may help you stay ahead of unexpected tax bills.

Learn how donating appreciated RSUs to a donor-advised fund may offer tax advantages, support charitable goals, and help redirect concentrated equity.

Selling RSUs is a long-term strategy. Learn how thoughtful selling may reduce concentration risk and support your broader financial plan.

Smart tax strategies can turn your stock options and RSUs into long-term wealth. But plan around income, AMT, and concentration risk.

Too much wealth in one stock can hold you back. Tax-aware approaches help manage concentration and support long-term financial planning.

Living in a high-tax state and taking big deductions sometimes triggers AMT. Plan ahead to minimize its impact.

Founders and early-stage equity holders should ask these 21 questions before reinvesting in their company post-sale.

Before agreeing to rollover equity in a buyout, weigh the risks, liquidity, tax impact, and control. See how it serves your next chapter.