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
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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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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 →