Executive Benefits and Compensation

A concentrated stock position may be a growth driver for employee balance sheets, but it's not always the optimal approach to manage wealth.

Nike stock options let employees choose between Restricted Stock Units, Non-Qualified Stock Options, or a mix of both.

Deferred compensation plans are designed to provide tax and retirement benefits to attract and retain top talent.

Understanding what happens to stocks when companies merge helps you optimize equity, reduce taxes, and protect wealth.

Strategic tax planning allows you to apply an AMT credit to reduce future tax liability and optimize stock compensation.

The Nike ESPP allows participants to designate up to 15 percent of their eligible pay to purchase Nike stock in a calendar year.

Nike RSUs follow a vesting plan, where employees receive distributions of the RSU after meeting certain performance goals or company milestones.

When SpaceX employees sell SpaceX stock, they have to navigate ROFR, vesting schedules, and tax implications.

Restricted stock units can be a powerful wealth-building tool, but they come with complexities in taxation, timing, and risk management.

Unravel RSUs vs options to optimize your financial strategy and align your long-term interests with the company.