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…
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,…
May 27, 2026 For employees of publicly traded companies, Employee Stock Purchase Plans often start as a small line item on a benefits enrollment form and can quietly grow into…
May 21, 2026 For California executives at publicly traded companies, tax planning for equity compensation often involves coordination across multiple tax years and multiple professionals. Between the state's high marginal…
May 19, 2026 For directors, Section 16 officers, and other insiders at publicly traded companies, selling company stock is rarely a simple decision. Blackout periods, pre-clearance requirements, and the ongoing…
May 14, 2026 For executives at publicly traded companies, the first year of retirement can look very different than expected. After decades of building wealth through RSUs, stock options, ESPPs,…
May 12, 2026 Concentration risk in bull markets can feel less urgent as account values rise, equity awards vest, and confidence grows. For executives at public companies, a strong market…
May 7, 2026 For executives at the VP- and senior-level, company equity eventually shifts from being a "side benefit" into representing a major portion of net worth. RSUs, equity grants,…
May 5, 2026 For corporate executives, directors, and other employees subject to company trading policies, timing around company stock is regulated. Stock planning around blackout periods is important because an…