July 9, 2026 Benefits enrollment packages typically arrive every fall, and with them the same question: should I defer any of next year's compensation? A nonqualified deferred compensation (NQDC) plan…
July 7, 2026 If you're an executive sitting on a large position in your company's stock, the One Big Beautiful Bill (OBBBA) just changed one of the variables in your…
June 30, 2026 The halfway point of the calendar year is a natural moment to take stock of where things stand. Many executives are occupied with other priorities at the…
June 25, 2026 When executives enroll in a nonqualified deferred compensation (NQDC) plan, one of the first decisions they make is a distribution election: a choice about when and how…
June 23, 2026 The term "financial advisor" gets applied to a wide range of professionals with very different structures, compensation models, and legal obligations. Understanding what an RIA (Registered Investment…
June 18, 2026 Incentive Stock Options come with a decision that RSUs do not: the choice of when to exercise. That choice carries more complexity than it might appear. ISO…
June 17, 2026 Nonqualified deferred compensation plans are one of the more powerful tax deferral tools available to senior leaders at publicly traded companies. They are also one of the…
June 9, 2026 Career transitions happen for many reasons: a promotion to a new firm, a layoff, a retirement, or an acquisition. Whatever the cause, understanding what happens to equity…
June 2, 2026 Concentrated employer stock represents the largest single asset on the balance sheet of many executives at publicly traded companies. Financial planning conversations around concentrated equity tend to…
May 29, 2026 Tenured leaders at publicly traded companies commonly hold employer stock in brokerage accounts, as well as inside their 401(k)s. After years of contributions, matching, and share appreciation,…