Executive pay decisions run on their own calendar. A dated checklist for 2027 deferral elections, RSU withholding, ISO exercises under the 2026 AMT rules, 10b5-1 plans and 401(k) catch-ups.
Nonqualified deferred compensation can be one of the best tax tools an executive has, or an unsecured loan to an employer. Here is how to tell which one you are looking at.
A liquidity event can turn years of equity into most of your net worth in one stock. Here is how to plan the months before and after an IPO or acquisition so you keep what you built.
RSUs and stock options are taxed differently, vest differently and call for different decisions. Here is a plain guide to what happens at vest and what to do about it.
“Don’t put all your eggs in one basket” is advice everyone nods along to and almost nobody applies correctly. The people most likely to break the rule are often the most successful: executives paid in company stock, longtime employees with a 401(k) full of their employer’s shares, and founders whose wealth is tied up in … Read more
Retirement planning often sounds like it belongs in a different language. Acronyms everywhere. Rules buried in footnotes. And once your income climbs, the rules get stranger: you may earn too much to contribute to a Roth IRA, too much to deduct a Traditional IRA and still have good reasons to use both. This guide walks … Read more
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