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Category Archives for: Incentive

Too big to fail? Complexity of long-term incentive comp changes the picture
02 Jul

Too big to fail? Complexity of long-term incentive comp changes the picture

The annual election mix of NQOs vs RSUs was automatic until this year. Even the smartest guy in his class has to grudgingly admit that his portfolio is growing “too big to fail.” Victor has been picking stocks and making gains. Now his executive compensation is the largest position in his portfolio. Who’s looking after the company stock and what will he do about the annual election?

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Non-US nationals working in US face unique tax trigger on equity rewards
04 Apr

Non-US nationals working in US face unique tax trigger on equity rewards

The bioscience research company Phoebe joined 15 years ago in her native Belgium was a path to financial success she hadn’t anticipated. Phoebe has been brought to the pharma company’s US headquarters as Division President and a company insider. She’s excited to start the long-term assignment until hearing that the Belgian Equity grants she holds free and clear could become subject to US taxes once her green card arrives.

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Starting over: rebuilding the financial bedrock after loss
23 Jan

Starting over: rebuilding the financial bedrock after loss

Francisco was the last person he would have expected to be divorced. Now that the settlement is behind him, he wants to turn the page in 2018. Get serious about his nonqualified stock options (NQOs), retirement savings and his equity compensation. How will the tax bill impact his tax situation as a single taxpayer with various compensation streams? And what else has he missed on the retirement, tax and equity compensation front?

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Could What She Didn’t Know Cost Her?
16 Aug

Could What She Didn’t Know Cost Her?

When she exercised her ISOs last year and decided to hold the stock for future growth, Irina was in for a rude awakening: she was hit with the AMT or Alternative Minimum Tax. Now she wonders what else she needs to know to prevent unintended consequences of sale.

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First Home, 401(k) or ESPP? Which Takes Priority for Savings?
01 Feb

First Home, 401(k) or ESPP? Which Takes Priority for Savings?

Buying his first home is Caleb’s first savings priority…along with paying down college loans, and starting a retirement 401(k) nest egg. Now that he’s eligible for his company’s Employee Stock Purchase Plan (ESPP), Caleb is more confused than ever as to how to allocate his monthly savings.

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