Compensation Planning

Efficient compensation planning can be one of the trickiest disciplines of financial planning. It requires substantial knowledge in taxes, options, stock issuance, insider trading policies, corporate structure and governance. Not addressing it proactively could have significant and potentially long-lasting implications.  We break compensation planning into two categories:

• Understanding and implementing strategies for W2, 1099, or K-1 employees
• Managing complex compensation tools such as stock options, RSUs, profit interests, appreciation rights, and equity grants