Charitable Giving Strategies for Equity Compensation

POSTED ON June 27, 2012 BY Bill Dillhoefer

By David G. Strege, CFP®, CFA Employees that have stock based compensation can have large yearly swings in income.  The employee has little control of when taxable income is reported for vesting restricted stock or performance shares.  They do have some control of when and how to exercise non-qualified and qualified stock options. In unusually […]