Carta’s Post

If you recently received or are in the process of obtaining #stock compensation, you may have a partial ownership stake in the company. While stock options can be a great employee benefit and a good way to build wealth, they also come with complexities and risks that many employers don't fully explain. Philip Herzberg, CFP®, CDFA®, CTFA, AEP®, MSF, our lead financial advisor at Team Hewins, shares 4 key strategies to help you maximize your #EquityCompensation. Learn more: https://hubs.ly/Q02sLmVd0 #FinancialPlanning #FinancialWellbeing #ClientsFirst #TaxEfficiency #WealthPlanning #EstatePlanning

Decoding equity compensation - This article breaks down executive pay packages beyond the basics into actionable intelligence directing corporate leaders towards smarter tax planning and wealth acceleration. #EquityCompensation #StockOptions https://lnkd.in/ebJ-zqam

Implementing an equity compensation program can be challenging for private and growing companies, but the benefits are substantial. By providing employees with skin in the game, equity compensation can motivate them to innovate and move the company forward. To learn more about developing an equity strategy, watch our recent webinar featuring Jon Burg and Matt Schulman from Pave at the link below.  https://lnkd.in/eb_4H-fT #equitycompensation

Thinking of selling your business? An Employee Ownership Trust (EOT) could provide a tax-efficient exit with benefits for both you and your employees. Our Head of Transactions Tax Adam Rollason answers some of the frequently asked questions we receive from clients considering this succession planning option. Find out more about EOTs: https://ow.ly/LAoL50SJ0yv

Some of my views on transitioning to an EOT, based upon the questions which are commonly raised in client meetings #PKFSC #PKFGlobal #Tax #TransactionsTax #DealsTax

Decoding equity compensation - This article breaks down executive pay packages beyond the basics into actionable intelligence directing corporate leaders towards smarter tax planning and wealth acceleration. #EquityCompensation #StockOptions https://lnkd.in/ebJ-zqam

Performing a financial goal review for salaried employees involves assessing their current financial situation, identifying their goals, and creating a plan to achieve those goals. Here are some points to consider when conducting a financial goal review for salaried employees: 1. Investment portfolio review: Review the employee's investment portfolio to ensure it aligns with their risk tolerance and long-term financial objectives. 2. Insurance coverage: Assess the adequacy of the employee's insurance coverage, including health, life, disability, and property insurance. 3. Tax planning: Review the employee's tax situation and identify strategies to minimize tax liabilities. 4. Short-term goals: Discuss any short-term financial goals the employee may have, such as saving for a vacation, purchasing a car, or home improvements. 5. Medium-term goals: Identify medium-term goals such as saving for a down payment on a house, funding education expenses, or starting a business. #SIP #MUTUALFUNDS #FINANCIALGOALS #FINANCIALLITERACY #LONGTERM #SHORTTERM #MIDTERM #RETIREMENTPLANNING #TAXPLANNING #WELATH #INVESTMENT #LOWRISK #HIGHRETURN #INVESTMENT

Decoding equity compensation - This article breaks down executive pay packages beyond the basics into actionable intelligence directing corporate leaders towards smarter tax planning and wealth acceleration. #EquityCompensation #StockOptions https://lnkd.in/eJ5KaEjg

Equity bonuses can play a key role in helping companies get and keep talent, even with a limited compensation budget. Read the blog to learn the ins and outs of equity compensation to see if it might be right for your organization. https://hubs.li/Q02G1v4s0 #equitybonus #executivecomp #lti #longtermincentives

Employee stock option plans can be tricky. Start by sorting through the logistics, and then define a strategy that speaks to your career plans, investment exposures, risk concentrations, cash flow management, and tax planning. #wealthstategy #estateplanning #careereducation