Equity Granted: An Executive Chat

Are you a mobile public company executive who enjoys a flexible hybrid work model? If so, how do state-to-state taxes impact you, let alone non-US taxes should you work abroad during an abbreviated vacation? What are your remote mobility tax considerations should your location be either short or long term? What are your mobility tax considerations should you have a hybrid work situation? In this episode, we address both your employer’s remote tax situations your personal tax planning considerations to you, the flexible working executive, to help you better understand what a change in your mobility will mean to you.

Are you a public company executive who is either on assignment to the US or elsewhere in the world? If so, how do international taxes impact your personal situation? What are your mobility tax considerations should your location be either short or long term? What is “tax equalization” and how does it actually work? Are there other filings required of me as a non-US executive, such as the FBAR or form 8938? In this episode, we address personal tax planning for you the expatriated executive and help you better understand what a change in your mobility will mean to you.

Are you a public company executive who is, or will be, affected by a change in control event, such as a spin-off? Do you have concerns around how the transaction will impact your LTI and other compensation benefits? Is there a plan in place allowing you to maximize benefits going forward? In this episode, we address personal financial planning considerations every executive should be asking when they’re impacted by a change in control event.

As an executive woman, what are your personal hopes and dreams for yourself and your family? What is wealth building within the context of your employment and what can be done to help you gain greater access to significant wealth creation? What can you do from a planning standpoint to ensure independence financially as you aspire towards the top C-Suite role within your organization or elsewhere? In this episode, we address several important questions every female executive should ask when planning for advancement either through the internal climb or by job hopping along with the impact on Total Direct Compensation (TDC) and wealth accumulation.

As an executive woman, what are your personal hopes and dreams for yourself and your family? What is wealth building within the context of your employment and what can be done to help you gain greater access to significant wealth creation? What can you do from a planning standpoint to ensure independence financially as you aspire towards the top C-Suite role within your organization or elsewhere? In this episode, we address several important questions every female executive should ask when planning for advancement either through the internal climb or by job hopping along with the impact on Total Direct Compensation (TDC) and wealth accumulation.

Do you have a loved one with special needs, and what concerns do you have with regards to their financial future? How do you know if a special needs trust is right for your situation? What can you do from a planning standpoint to ensure independence financially for your special needs child? In this episode, we address several important questions every executive should ask when planning for their special needs child’s financial future.

This episode, we focus on what it means to know your market value in terms of opportunity. We are joined by Linda Steffen, M3x Analytics LLC. Founder.

Nearly 54 million Americans cope with special needs and the rising associate expenses according to the National Organization on Disability. 1 in 26 American families are raising children with a disability. 69% of families say they are very concerned about being able to provide lifetime care for their dependents with special needs. Approximately 7 out of 10 Americans die without a valid will. Where does an executive start with planning for a future for their special needs child? What assets are necessary to ensure the optimal quality of life for their child? And how can the executive's estate planning be structured so that their child retains their government benefits? These are just a few examples of the types of questions executives ask when their career is moving along, their assets are accumulating, and they’re wanting to see a clear financial path into the future for themselves and a special needs child.

As an executive moves through their career, either within an organization or to others, various forms of stock-based compensation may be acquired. The long-term wealth creation from these various grants may be significant and yet the differences, tax implications, and complexity can be overwhelming. As always, the focus shouldn’t be on short-term rewards, but on the longer-term. The process of comparing different types of long-term incentive grants is one which provides the executive with greater understanding with the purpose of helping with meeting and exceeding their personal financial goals towards achieving peace of mind.

When an executive is faced with a pension decision, they’re making an irrevocable choice.  Most executives will admit they don’t want to “blow it” and make the wrong decision.  Often, they’re overwhelmed by the plethora of election options within the plan.  When a company makes changes to its pension plan, this can throw a monkey wrench into the executive’s already well-thought-out timing strategy.  Pension Planning is the process of comparing various pension election choices in order to determine an optimal strategy for the future.