Employees or company founders that receive equity compensation often must cope with complex tax rules. Utilizing the 83(b) election is a valuable method of reducing tax liabilities, though there are some important caveats. In this piece, we break down what it is and what you can do about it.
Investing in the company you work for can be part of a solid equity allocation, particularly when your company has an Employee Stock Purchase Plan (ESPP) that allows you to buy shares at a discount. We break down what you need to know before adding your company stock to your investment plan.
Whether you’re at a pre-IPO start-up, a growing public company, or a blue chip that just developed a life-saving vaccine, stock options can provide a boost to your current and long-term wealth.
If you own company stock, the initial public offering (IPO) is the chance to monetize all your hard work. But understanding what to do with your stock, how to maximize benefits and minimize taxes, and how to turn a windfall into lasting wealth are a whole new level of complexity to be managed.
Employee stock options have increasingly become a piece of total compensation over the last few years, particularly for people employed in high-growth industries such as technology-related sectors. But what happens if a slowing growth picture results in your firm downsizing?
When it comes to compensation, many companies now provide equity and stock-based benefits to their employees.
Equity compensation can be a complex subject. Here's what you need to know about the value, risks and tax implications that go along with equity compensation.