Equity Compensation

Courtney Jones, CFP®
Posted on 
November 10, 2020

If you are like most, you may not have a big salary increase or fat bonus this year. But one thing executives are doing is to ensure the maximum benefit out of their hard-earned compensation, including company stock, RSUs, NQSOs, ISOs and stock options.

In these uncertain times it is key to take a step back and check that your overall approach towards equity compensation is on track.

Why? Because under the current market volatility it is difficult to predict the value of your RSUs and stock options. Besides, failing to reevaluate and adjust your equity compensation planning can have huge unintended tax consequences.

We have helped many of our clients to maximize the value of their equity compensation and to navigate the subtleties of the options offered by their employers, taxation rules, third-party valuations, special elections, which add to the complexity and decision points along the way.

If you’d like to explore your options, contact us today for a complimentary consultation.

Equity Compensation

Courtney Jones, CFP®
Posted on 
November 10, 2020
Equity Compensation

If you are like most, you may not have a big salary increase or fat bonus this year. But one thing executives are doing is to ensure the maximum benefit out of their hard-earned compensation, including company stock, RSUs, NQSOs, ISOs and stock options.

In these uncertain times it is key to take a step back and check that your overall approach towards equity compensation is on track.

Why? Because under the current market volatility it is difficult to predict the value of your RSUs and stock options. Besides, failing to reevaluate and adjust your equity compensation planning can have huge unintended tax consequences.

We have helped many of our clients to maximize the value of their equity compensation and to navigate the subtleties of the options offered by their employers, taxation rules, third-party valuations, special elections, which add to the complexity and decision points along the way.

If you’d like to explore your options, contact us today for a complimentary consultation.

Registered Representative of Sanctuary Securities Inc. and Investment Advisor Representative of Sanctuary Advisors, LLC. Securities offered through Sanctuary Securities, Inc., Member FINRA, SIPC.  Advisory services offered through Sanctuary Advisors, LLC., an SEC Registered Investment Advisor. Credo Wealth Management is a DBA of Sanctuary Securities, Inc. and Sanctuary Advisors, LLC. This communication has not been reviewed for completeness or accuracy, does not necessarily reflect the views of Sanctuary Securities, Inc. or Sanctuary Advisors, LLC., and is not a recommendation or endorsement of any product, service, or issuer. For additional information, please refer to one of the following consumer websites: www.FINRA.org, www.SIPC.org.

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Securities offered through Sanctuary Securities, Member FINRA and SIPC. Advisory services offered through Sanctuary Advisors, LLC, an SEC registered investment advisor.