Corporate executives manage layers of compensation that most people do not: concentrated company stock, deferred compensation packages, equity awards, and tax-sensitive timing decisions around departures and retirements. Each of these areas has its own strategy, rules and mistakes to avoid. Below are the services we offer to sort through them. Start with the one that matches your current priority.
Concentrated stock planning
Three years before your last paycheck, a concentrated stock position needs a sale amount per year.
Read more →Deferred compensation planning
Most people arrive after noticing a number that doesn't look right.
Read more →Equity compensation planning
The review usually takes four to six weeks, and most of that time goes to collecting award agreements, stock plan statements and the change-in-control terms.
Read more →Financial plan review
The review takes two meetings: in the first we go through your current roadmap, and in the second we walk you through a marked-up version that shows each item as keep, fix or missing.
Read more →Executive retirement planning
One of the first steps is reading your deferred compensation statement for the real payout start.
Read more →Tax planning for executives
The first pass takes about ninety days: two weeks to collect statements and election letters, about a month to build the projection, and the rest to agree on changes with your CPA.
Read more →10b5-1 trading plan setup
A 10b5-1 trading plan has a cooling-off of 90 to 120 days for officers.
Read more →401(k) rollover advice
You receive a written roadmap covering your first 12 months of withdrawals, account by account.
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