Five Things for Employees to Review by Year‐End

POSTED ON October 16, 2016 BY Bill Dillhoefer

by Richard Friedman, The Ayco Company, L.P. Fall is open enrollment season at most companies and making an appropriate medical coverage election may be the most important year‐end decision for most employees. Yet, on average, employees spend less than an hour reviewing their employer’s enrollment material. There is now evidence that how a company communicates […]

Oranges Photo by Anj Belcina on Unsplash

Tax Tips for Employee Stock Purchase Plans

POSTED ON October 13, 2016 BY Bill Dillhoefer

IMAGE: Anj Belcina on Unsplash By Geoff Zimmerman Tax rules for the sale of employee stock purchase plan (ESPP) shares can be quite complex for plans that allow participants to purchase stock at a discount. The best way to explain the rules of the road for dealing with ESPP stock purchases and sales is through examples, to help […]


Building an Executive Services Program

POSTED ON October 4, 2016 BY Bill Dillhoefer

Working with executives with equity compensation is a proven way of securing high net worth clients. However, financial advisory firms who are interested in competing in this market and achieving significant revenue goals need to provide more than just basic financial planning that includes employee stock options and restricted shares. Pursuing the equity compensation market […]