Mid-Year Equity Compensation Review: A Checklist for Executives
June 30, 2026 The halfway point of the calendar year is a natural moment to take stock of where things…
Deferred Compensation Distribution Elections: Pitfalls to Avoid
June 25, 2026 When executives enroll in a nonqualified deferred compensation (NQDC) plan, one of the first decisions they make…
What Is an RIA? A Guide for Executives
June 23, 2026 The term "financial advisor" gets applied to a wide range of professionals with very different structures, compensation…
ISO Exercise Timing: A Tax Planning Guide for Executives
June 18, 2026 Incentive Stock Options come with a decision that RSUs do not: the choice of when to exercise.…
Nonqualified Deferred Compensation Plans: What to Understand Before Electing
June 17, 2026 Nonqualified deferred compensation plans are one of the more powerful tax deferral tools available to senior leaders…
What Happens to Equity Compensation When You Leave a Company
June 9, 2026 Career transitions happen for many reasons: a promotion to a new firm, a layoff, a retirement, or…
Estate Planning with Concentrated Stock: What Executives Should Know
June 2, 2026 Concentrated employer stock represents the largest single asset on the balance sheet of many executives at publicly…
Net Unrealized Appreciation: A 401(k) Strategy That’s Easy to Miss
May 29, 2026 Tenured leaders at publicly traded companies commonly hold employer stock in brokerage accounts, as well as inside…
ESPP Planning: Qualified vs. Disqualified Dispositions Explained
May 27, 2026 For employees of publicly traded companies, Employee Stock Purchase Plans often start as a small line item…
How California Residency Affects Tax Planning for Equity Compensation
May 21, 2026 For California executives at publicly traded companies, tax planning for equity compensation often involves coordination across multiple…