Employee Benefits
Episode 61: A Crash Course on Equity Compensation
In this episode, we breakdown different forms of equity compensation, and strategies to exercise them in a tax efficient way.
Do I Own Too Much Company Stock?
Do I own too much company stock? Corporate executives have lots of opportunities to accumulate stock in their company. Stock-based compensation and employee share purchase plans are some of the ways an executive can build wealth in their employer. But how much company stock is too much? This post helps you assess exactly how much of your investments are tied to your employer, and looks at ways you can diversify your investments if you own too much company stock.
How to Choose Open Enrollment Benefits
Open enrollment season is almost here! It’s time to get familiar with all the benefits your company offers you this year. Our guide will help you understand the most common open enrollment benefit options, and how best to choose open enrollment benefits.
Everything to Know About Health Savings Accounts
Health Savings Accounts have been around for 20 years but are often misunderstood and underutilized. HSAs are powerful savings tools to cover future medical expenses, such as long-term care, or to help fund healthcare for early retirees. We explain everything you need to know about health savings accounts: what they are, how contribute to them, and how to use them.
Strategies for Restricted Stock Unit Taxes [Video]
In this video, we breakdown the types of RSU vesting schedules and different strategies for handling Restricted Stock Unit taxes.
NQSOs versus ISOs: What’s the Difference?
What are Incentive Stock Options? What are Nonqualified Stock Options? There can be significant tax consequences from exercising options, as well as meaningful tax savings opportunities. We investigate the differences and help you decide your best option.
