IMAGE: cooldesign / 123rf.com Here’s the latest news, tips & information for financial advisors that have clients or prospects that receive equity compensation. Advisor Programs Improve Stock Plan Perceptions: This article summarizes recent equity compensation participant surveys & research and describes how financial advisor guidance programs can significantly decrease stock plan perception and education gaps. Advisor based […]
Encouraging executives to diversify their employee stock options isn’t easy, but it’s critical for reducing risk. The following case illustrates an effective approach to this challenge. The client is a 50-year-old executive at a medical-devices company. He planned on using his company stock options valued at $3.5 million to support him and his wife in […]
IMAGE: Debbie Case / 123rf.com For your clients that receive stock compensation, every tax-return-filing season raises worries about errors that can lead to the overpayment of tax, IRS penalties, or even an IRS audit. We asked Bruce Brumberg, Editor-in-Chief & Co-Founder of myStockOptions.com for his insights and guidance. The site has a Tax Center that […]
