Employees Seek More Guidance on Equity Awards During Crisis

POSTED ON July 31, 2020 BY Bill Dillhoefer

In 2013, the stock plan services team at UBS set out to better understand how employees engage with their equity awards. Through research conducted for the UBS Participant Voice, they identified trends that impact how much employees value their equity awards. It was discovered that employees do not value what they don’t understand, and that […]

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Equity Compensation and Charitable Giving

POSTED ON July 1, 2020 BY Bill Dillhoefer

Equity awards can provide a powerful planning opportunity for advisors to educate their clients on the benefits of donating vested company stock and options to maximize their charitable giving in a tax-smart way. The following information on equity compensation and charitable planning guidance is from Fidelity Charitable. Recorded Presentation on Equity Compensation Awards and Charitable […]