Stock Plan Services and Equity Compensation
Do you work for a Fortune 500 company with stock awards or equity compensation? Looking for professional advice and help?
You’re in the right place.
Equity compensation is one of the most valuable—and misunderstood—benefits. Equity compensation is highly complex and has many variables such as vesting and exercise which may have income taxes consequences. Companies are increasingly using equity compensation such as stock options and restricted stock to attract and recognize top employees. Simply stated, it’s a form of non-cash compensation that represents ownership in the company. Depending on the type, you’ll either receive company stock or the option to purchase it at a future date.
It can be tempting to let your equity benefits sit on autopilot, especially if you have no immediate plans to sell the stock or can’t exercise your benefits for several years. However, equity compensation usually comes with unique rules, tax implications and liquidity challenges, so it’s important to take a strategic approach to these benefits and incorporate them into your broader wealth management plans.
Do you have questions about your stock-based compensation?
- Which Stock Option Grants should I exercise?
- What is the grant date?
- When do my Employee Stock Options expire?
- Are my Underwater Stock Options worth anything?
- What is the Tax Treatment of my options at vesting and at exercise?
- Can I use my Employee Stock Options to plan for retirement?
- How much of my net worth and investment assets are concentrated in my employer stock?
- Should I diversify and lower my risk?
Stock Awards at a glance
Restricted Stock units (RSUs)
Incentive Stock options (ISO)
Non-qualified stock options
Restricted Stock awards
Stock Appreciation Rights (SARs)
Performance awards
Employee Stock Purchase Plans (ESPP)
409A Nonqualified Deferred Compensation
Wade has years of professional experience inside Fortune 500 companies working with employees that receive equity compensation. Wade has worked with companies such as YUM Brands, Baxter, Booz Allen Hamilton, just to name a few.
Stock Plan Advisory Group specializes in advisory services that integrate equity compensation into your long-term plans and goals. Whether you are an executive, an employee, a retiree or a family member with stock awards, Wade can help maximize the full value of your equity compensation or stock awards.
If you have equity compensation or stock plan awards, please contact Wade for a free initial consultation.