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What’s keeping this executive up at night?
13 Feb

What’s keeping this executive up at night?

Arnav has had little time to ponder his family’s financial future while working on an enterprise-wide systems conversion for the last two years. His long-term incentives may be his greatest untapped asset but he has more questions than answers. What would happen to unvested nonqualified stock options if something should happen to him? And, how could he tap into his RSUs to help fund his extended family’s bi-annual trips to India? He needs a knowledgeable professional to develop a plan and a timeline for his equity compensation, along the lines of what he expects from his project managers at work.

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Aging parents, kids in college; change of plans
01 Oct

Aging parents, kids in college; change of plans

Jill and Arshad once scoffed at the term “sandwich generation.” That changed for Jill, the HR benefits leader for a technology company, when they invited Arshad’s mom to move in after their daughters left for college. Higher household expenses and changing equity compensation is creating the law of unintended consequences and new questions they need help answering.

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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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