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. One wrong move could cost someone a substantial piece of their wealth that they can never recover. 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
