Equity Compensation Planning
Written by: Vincenzo Testa, CPA, CFP® Building wealth is a goal that many individuals strive for throughout their lives. One of the avenues through which people accumulate wealth is by investing in employer-sponsored retirement plans, such as 401(k)s. These plans offer a range of investment options, including stocks and even company stock. One aspect of…
Watch our webinar recording for guidance on how to maximize your employer stock compensation and some tax considerations many people overlook! Presented by: Steven Bouchey, Nicole Gobel, and Vincenzo Testa Answered Questions: How can I optimize the timing of my stock awards? Should market volatility impact my decision on exercising awards? How do I minimize…
Written by: Vincenzo Testa, CPA Equity compensation is one of many benefits that employers are offering more frequently to hold onto their valuable employees. Sure, in general, employees know when they are granted their stock options, when they vest or their strike price. But are those same employees able to calculate the potential significant tax…