Can High-Income Earners Still Contribute to a Roth IRA?
July 21, 2026 Those who pass the Roth IRA income threshold early in their careers will often mentally file the account away as unavailable, then slowly forget about it. The…
Golden Handcuffs: Knowing When It’s Okay to Leave
July 17, 2026 You've probably done the math in your head already. For some, leaving your company now means you walk away from the November RSU grant. Wait until November,…
What Triggers the Alternative Minimum Tax When You Exercise ISOs?
July 13, 2026 You exercised your incentive stock options (ISOs). You didn't sell a share, and your W-2 looks identical to last year's. Then your accountant tells you that you…
What the New $15MM Estate Tax Exemption Means If You Hold Concentrated Stock
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…
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 at publicly traded companies. They are also one of the…
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 an acquisition. Whatever the cause, understanding what happens to equity…
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 their 401(k)s. After years of contributions, matching, and share appreciation,…
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 on a benefits enrollment form and can quietly grow into…
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 tax years and multiple professionals. Between the state's high marginal…
10b5-1 Plans: A Structured Approach to Selling Company Stock
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…