For Executives
Incentive compensation can be worth multiple times the cash compensation received by many executives. The nuances of qualified vs. non-qualified incentive stock options, restricted stock vs. restricted stock units, rights of appreciation, phantom stock and other similar financial instruments are complex. How can you be sure you are taking full advantage of the opportunities available from your employer?
Successfully navigating the decisions regarding the timing of execution, the optional benefits selected and the unique tax characteristics of each can add hundreds of thousands, even millions of dollars to your family’s total wealth accumulation over time. We help clients understand the unique aspects of their compensation and benefits package and work with them to develop a plan to maximize the after tax benefits received.