Synthetic equity. Phantom stock. Stealth securities. Read more…
How Much Money Should You Contribute To Your ESPP?
Employee stock purchase plans are a great benefit that many companies offer to help employees invest in the future of the company and make more money. When managed properly with tax implications in mind, your ESPP shares can be turned into rocket fuel for your financial goals. Read more…
The Untold Advantages of Your Employee Stock Purchase Plan (ESPP)
Congratulations! Your employer has an Employee Stock Purchase Plan (ESPP)! It’s easy to know what to make of excellent healthcare or an annual bonus, but it’s harder to wrap your head around how to participate in a well-managed ESPP. Should you participate? How much should you contribute? Is it Read more…
Tax Planning for Equity Compensation
Equity compensation comes in several forms, including stock options, restricted stock units and employee stock purchase plans (ESPP). Each type of equity grant gives employees a stake in their employer’s financial success and a chance to boost their income. Read more…
Understanding Equity Compensation and Incentive Plans
Equity compensation plans come in multiple forms, including stock options, restricted stock units (RSUs), and employee stock purchase plans. Each is designed to give employees a direct stake in the financial success of their companies, and hopefully to provide additional monetary benefits beyond Read more…
Smart Tax Strategies, Return Tips and Mistakes to Avoid with Equity Compensation
One of the most powerful advantages of equity compensation is that equity awards typically offer ways to defer or minimize taxes. But making the most of stock options, restricted stock units and other types of equity compensation requires smart tax planning—otherwise, you could end up with a Read more…
If Stock Options Are Part of Your Compensation Package, Here's What You Need to Know
The 2010s was arguably the decade of the corporate perk. For years, we could hardly escape the barrage of beer taps in the break room, free gym memberships, and unlimited PTO. These benefits may have led to a “best place to work” award or two, but when was the last time a free lunch helped you feel Read more…
Doing Your Due Diligence on a Private Equity Investment Offer
In our Plancorp Family Office practice, we often work with clients who are frequently presented with opportunities to invest in non-traditional offerings such as private equity, private real estate, hedge funds, etc. Read more…
Your Employer Offers You Non-Qualified Deferred Compensation (NQDC): Now What?
It’s always nice to be recognized for a job well done. Being invited to participate in your employer’s non-qualified deferred compensation (NQDC) plan, is one such vote of confidence; it’s typically offered exclusively to select executives or similar high-performing employees. Read more…
How You Can Benefit from a Down Market Using an Employer Stock Purchase Plan
An ESPP (short for Employer Stock Purchase Plan) is a super valuable benefit offered by your company that allow you to purchase your company stock at a discount. With the recent drop in the US stock market however, you might find that the price of your company shares is now below even the Read more…
