Welcome to the 1st Equity Compensation Blog
After much prodding by a growing network of attorneys and CPAs, I’m diving into the blogosphere. My world—equity compensation and stock option awards—is wrought with complex issues that often require an uncommon depth of knowledge. As a result, I’m frequently consulted by legal and accounting professionals who want to help their clients make informed decisions about when to exercise and sell their stock option holdings. I’m always happy to share my 20 years of increasing expertise in stock option management.
The “Equity Compensation Advisor” blog will provide insights for helping public company executives optimize the value of their equity compensation portfolios (stock options, restricted stock and employee stock). However, in order to be as valuable a resource as possible, I want to address the issues you want more information about. So please feel free to ask about a specific blog post or suggest a topic. Comment below, email info@executivecapitalmn.com or call me at 952-886-7233.
To give you a flavor for the kinds of subjects I’ll be covering, here are a few:
- Payment methods for exercising options
- Minimizing tax liabilities
- Reducing concentration and overall market risks
- Asset protection strategies
- Achieving independence from “golden handcuffs”
- Estate/legacy planning
Next entry: “Is it time to protect stock option gains?”
Securities offered through LPL Financial Member FINRA/SIPC