SFG Resource Center
Whether you have questions about your stock option choices or just need some clarification around the 2010 Tax Relief Act, the SFG Resource Center
has a lot to offer.
Download one or more of the following publications authored by Charles “Chuck” Steege CFP®, Executive Financial Coach and check back often as we continue to add more material.
- UPDATED - Optimizing your equity compensation: Five considerations for informed decision making
- Seven Facts Every Executive Should Know about Stock Options
- Five Reasons to Like Performance Shares (and One Reason to Think Twice)
- Attention Decision Makers: It’s Time to Decide What to do about Your NQDC Choices
- Executive Checklist: The 2010 Tax Relief Act
Category Archives: Fiduciary
Did taxes slay your last stock options profits? The lack of a strategy can be a costly “exercise”!
If you have ever waited until close to expiration date to exercise your non-qualified stock options (NQSO), you may have been stunned by how much was swallowed up in taxes. While a cashless exercise is the most popular way to … Continue reading
Posted in Executive Compensation, Fiduciary, Non Qualified Deferred Comp, Performance Shares, Planning
Tagged certified financial planner, Chuck Steege, executive compensation, Leave a comment, personal financial planner, SFG Wealth Planning Services, tax consultants, wealth management
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Restricted Stock: Maximizing the Value and Asking the Right Questions
As the stock markets have waned, more companies have been compensating executives with restricted stock rather than stock options in recent years. Executives who acquire a concentration in company stock often ask: Are there ways to save taxes on particular … Continue reading
Posted in Executive Compensation, Fiduciary, Non Qualified Deferred Comp, Performance Shares, Planning
Tagged certified financial planner, Chuck Steege, executive compensation, Leave a comment, personal financial planner, SFG Wealth Planning Services, tax consultants, wealth management
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Understanding Performance Awards
Your long-term incentives may hinge on some form of performance metric, now that companies have been issuing performance awards in increasing numbers. Issuance of performance awards nearly doubled between 2006 and 2010, fueled by stock market volatility and increasing shareholder … Continue reading
Posted in Executive Compensation, Fiduciary, Non Qualified Deferred Comp, Performance Shares, Planning
Tagged 2012 Tax Relief Act, certified financial planner, Chuck Steege, executive compensation, Leave a comment, personal financial planner, SFG Wealth Planning Services, tax consultants, wealth management
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Stock Compensation Hit by Tax Relief Act
By Charles “Chuck” Steege, Personal Financial Planner The passage of the American Taxpayer Relief Act of 2012 called for a federal tax increase on high income earners, including many SFG clients. We observe that most taxpayers are too focused on … Continue reading
Posted in Executive Compensation, Fiduciary, Non Qualified Deferred Comp, Performance Shares, Planning
Tagged 2012 Tax Relief Act, certified financial planner, Chuck Steege, executive compensation, personal financial planner, SFG Wealth Planning Services, tax consultants, wealth management
Leave a comment
SFG’s New Resource Center: Designed to Address Questions from NQDC – to the 2010 Tax Relief Act
Whether you have questions about your stock options or just need clarification around the 2010 Tax Relief Act, the SFG Resource Center has a lot to offer. For example, one Philadelphia-based vice president we know was in a year-end quandary… Continue reading
Questions about Tax Planning or NQDC? SFG’s New Resource Center is Designed for Executives on the Go
Whether you have questions about your stock options or just need clarification around the 2010 Tax Relief Act, the SFG Resource Center has a lot to offer. Download one or more of the following free publications and check back often as we continue to add more material. Continue reading
Should You Reduce Your Capital Gains Exposure in 2010 While There Is Still Time?
By Charles “Chuck” Steege, Executive Financial Coach Thanks to indecision in Washington, D.C., no one knows for sure which tax laws will sunset or expire at the end of this year. That’s why 2010 is so critical to the year-end … Continue reading
Performance Shares: Not Just For CEOs Anymore
Increasing numbers of companies are granting performance shares to middle management performers as well, steering a clear course to greater participation in an organization’s long-term success, according to a new report from SFG Publications, “Five Reasons to Like Performance Shares (And One Reason to Think Twice).” Continue reading
Defining “Performance Shares” for The New Age of Transparency
What do all performance share grants have in common? The common feature is a specified goal or metric that must be achieved. From there, the goal of a performance shares grant is clear: To tie managers to the interests of shareholders. Continue reading
Performance Awards: Strings Attached?
Performance Awards are being issued in record numbers, with about 50% of S&P 500 companies awarding performance-linked equity compensation. The surge in performance shares, performance share units, and performance stock options follows Dodd-Frank’s Say on Pay provision and is popular … Continue reading →