Equity Compensation Participant News: July 2012

In our June brief we provided additional detail on the 5 Things You Need to Know About Your Employee Stock Options. In this edition, we have included articles and resources to help you get the most out of your company stock and option: Charitable Giving Strategies for Equity Compensation: Employees with stock based compensation can have large yearly swings in income. This can be caused by the vesting of restricted or performance shares or by exercising stock options. These sometimes...

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Equity Compensation Financial Advisor News: July 2012

This monthly news brief contains ideas and information to help financial advisors to grow their practices by engaging individuals with equity compensation and providing them with profitable advice. Charitable Giving Strategies for Equity Compensation: Employees with stock based compensation can have large yearly swings in income.  This can be caused by the vesting of restricted or performance shares or by exercising stock options.  These sometimes uncontrollable events can push clients into higher tax brackets.  In these situations, deploying charitable giving techniques can...

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Equity Compensation Financial Advisor: David Strege

This is another installment in a series of articles describing successful equity compensation advisors.  The intent is to provide ideas and inspiration to financial advisors who are interested in growing their practices by assisting executives with equity compensation. David G. Strege, CFP, CFA is a partner with Syverson, Strege and Company located in West Des Moines, Iowa.  This "fee only" financial services firm has been in business for 15 years and manages $300 million in assets.  Syverson-Strege serves a high net worth clientele consisting of 40% executives.  Fifteen of David's 30 years in financial services have...

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