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…
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…
