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Adventurous CEO Candidate Turns Company Around

Michael has come up through the ranks to become the next CEO of the medical device company where he has spent most of his career. He works hard and plays hard, as a single...

Executive Compensation, Non-Qualified Deferred Compensation, Restricted Stock Units, Retirement Planning, Stock Options

Stock-Based Awards: What’s New and What’s Not

When you are presented with several forms of stock-based compensation, how do you assess what they are and how they work? What are some of the key features of stock options,...

Executive Compensation, Performance Stock Units, Restricted Stock Units, Stock Options

Pension Plan Changes Could Spell a Change of Plans

Julia’s first thought when the company announced changes to its pension plan was, oh boy, I’d better pay attention to this. Everyone at work is talking about how it was...

Executive Compensation, Retirement Planning, Stock Options

Financial Parity Planning: When the Grass May Be Greener

Terrance is apprehensive about stepping out and is seeking a methodical way to move forward. When he joined the company in 2007, he was long on talent and short on experience....

Executive Compensation, Non-Qualified Deferred Compensation, Restricted Stock Units, Retirement Planning, Stock Options

Life After Loss: Making Sense of My LTI Strategy

Angelo, the Senior Communications Executive of a technology company, lost his best friend when his wife Mary succumbed to cancer. Angelo recalled how time stood still when...

Executive Compensation, Non-Qualified Deferred Compensation, Restricted Stock Units, Retirement Planning, Stock Options

Special Needs Call for Special Planning Considerations

Work-life balance was essential when Leah was hospitalized for heart surgery – her fourth. Now Emma was able to work 20 hours a week from the hospital during Leah’s recovery....

Executive Compensation, Restricted Stock Units, Stock Options, Special Needs Planning

Questions Abound for Pension Assets Held Abroad

Living his best life in New York City, Paolo, 52, is a personable, fit and single statistician with a life sciences company. He loves living in Manhattan and when the weekend...

Executive Compensation, Non-Qualified Deferred Compensation, Restricted Stock Units, Retirement Planning, Stock Options, Expatriate Executive Planning

Coronavirus: How Serious Is It, and How Does It Affect Your Plan?

The Situation It has become apparent that Coronavirus isn’t just a Chinese problem as some U.S. policymakers finally admitted that the epidemic will damage the outlook...

Retirement Drawdown:playing his cards right

When they met in Toronto, Kiku and Scott were an average pair of 16-year old friends with part-time jobs. Love and marriage followed their college graduation, and eventually...

Executive Compensation, Non-Qualified Deferred Compensation, Restricted Stock Units, Retirement Planning, Stock Options

Expat weighs spousal estate tax liability in mulling U.S. citizenship

Wade left Sydney, Australia to pursue an American business career 30 years ago. Married to his college sweetheart, Wade arrived for a corporate post in NJ with his family...

Executive Compensation, Retirement Planning, Expatriate Executive Planning

Protecting Your Adult Child’s Lifestyle From the Unforeseen

Long-term incentives and material success provide many protections. Two things remain beyond our control: predictions for the future and the fact that in the natural order,...

Executive Compensation, Non-Qualified Deferred Compensation, Restricted Stock Units, Retirement Planning, Special Needs Planning

Eye on Supplement Income to Avoid Tax Surprise

As a single parent, Maggie has enjoyed knowing her equity compensation has been growing as her team has hit performance targets. There was little to do with her Performance...

Executive Compensation, Performance Stock Units, Restricted Stock Units, Retirement Planning

Blog.

Adventurous CEO Candidate Turns Company Around

Stock-Based Awards: What’s New and What’s Not

Pension Plan Changes Could Spell a Change of Plans

Financial Parity Planning: When the Grass May Be Greener

Life After Loss: Making Sense of My LTI Strategy

Special Needs Call for Special Planning Considerations

Questions Abound for Pension Assets Held Abroad

Coronavirus: How Serious Is It, and How Does It Affect Your Plan?

Retirement Drawdown:playing his cards right

Expat weighs spousal estate tax liability in mulling U.S. citizenship

Protecting Your Adult Child’s Lifestyle From the Unforeseen

Eye on Supplement Income to Avoid Tax Surprise

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