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WFH: State the State You Are Working From

Josh and Sadie had been pushing hard for nearly 20 years. Most weeks, one had business travel while the other was planning their next trip. They took turns getting Brooks...

Executive Compensation, Non-Qualified Deferred Compensation, Restricted Stock Units, Stock Options

Expat Tax Implications for the International Assignment

Gregory had always looked forward to an overseas assignment when the timing was right. He and Anna decided to stay close to family when the boys were young. They had ignited...

Executive Compensation, Non-Qualified Deferred Compensation, Restricted Stock Units, Stock Options, Expatriate Executive Planning

How Change In Control Can Impact Personal Financial and Tax Planning

Markus had been recruited out of business school by the Pharma giant and has thrived in every way. Now the Vice President of Global Strategy, he has been rewarded for his...

Executive Compensation, Non-Qualified Deferred Compensation, Restricted Stock Units, Retirement Planning, Stock Options

Executive Women & Wealth Building through Compensation

How Women Executive Catch Up With LTI If women executives are not getting their fair share of stock-based comp, why not? Stock-based compensation can help an executive...

Executive Compensation, Non-Qualified Deferred Compensation, Restricted Stock Units, Stock Options, Women Executive Wealth

Adventurous CEO Candidate Turns Company Around

Michael has come up through the ranks to become the next CEO of the medical device company where he has spent most of his career. He works hard and plays hard, as a single...

Executive Compensation, Non-Qualified Deferred Compensation, Restricted Stock Units, Retirement Planning, Stock Options

Stock-Based Awards: What’s New and What’s Not

When you are presented with several forms of stock-based compensation, how do you assess what they are and how they work? What are some of the key features of stock options,...

Executive Compensation, Performance Stock Units, Restricted Stock Units, Stock Options

Pension Plan Changes Could Spell a Change of Plans

Julia’s first thought when the company announced changes to its pension plan was, oh boy, I’d better pay attention to this. Everyone at work is talking about how it was...

Executive Compensation, Retirement Planning, Stock Options

Financial Parity Planning: When the Grass May Be Greener

Terrance is apprehensive about stepping out and is seeking a methodical way to move forward. When he joined the company in 2007, he was long on talent and short on experience....

Executive Compensation, Non-Qualified Deferred Compensation, Restricted Stock Units, Retirement Planning, Stock Options

Life After Loss: Making Sense of My LTI Strategy

Angelo, the Senior Communications Executive of a technology company, lost his best friend when his wife Mary succumbed to cancer. Angelo recalled how time stood still when...

Executive Compensation, Non-Qualified Deferred Compensation, Restricted Stock Units, Retirement Planning, Stock Options

Special Needs Call for Special Planning Considerations

Work-life balance was essential when Leah was hospitalized for heart surgery – her fourth. Now Emma was able to work 20 hours a week from the hospital during Leah’s recovery....

Executive Compensation, Restricted Stock Units, Stock Options, Special Needs Planning

Questions Abound for Pension Assets Held Abroad

Living his best life in New York City, Paolo, 52, is a personable, fit and single statistician with a life sciences company. He loves living in Manhattan and when the weekend...

Executive Compensation, Non-Qualified Deferred Compensation, Restricted Stock Units, Retirement Planning, Stock Options, Expatriate Executive Planning

Coronavirus: How Serious Is It, and How Does It Affect Your Plan?

The Situation It has become apparent that Coronavirus isn’t just a Chinese problem as some U.S. policymakers finally admitted that the epidemic will damage the outlook...

Blog.

WFH: State the State You Are Working From

Expat Tax Implications for the International Assignment

How Change In Control Can Impact Personal Financial and Tax Planning

Executive Women & Wealth Building through Compensation

Adventurous CEO Candidate Turns Company Around

Stock-Based Awards: What’s New and What’s Not

Pension Plan Changes Could Spell a Change of Plans

Financial Parity Planning: When the Grass May Be Greener

Life After Loss: Making Sense of My LTI Strategy

Special Needs Call for Special Planning Considerations

Questions Abound for Pension Assets Held Abroad

Coronavirus: How Serious Is It, and How Does It Affect Your Plan?

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