It’s easy to lose sight of your personal financial goals while leading a business and positioning it to be sold or go public, but taking time to gain clarity on how equity compensation can potentially reshape your financial future and help you plan for the life you want.
A transaction can create life-changing wealth, especially if you have a roadmap for reducing risk and unlocking potential financial benefits. Realizing the full wealth-building potential of a liquidity opportunity requires proactive planning that’s strategically managed to align with goals for yourself, your family, and your community.
Our professionals can empower you to make smart decisions grounded in a holistic assessment of your personal financial vision through comprehensive and coordinated wealth management.
Questions we can help answer include:
• What is a tax-efficient strategy for exercising your stock options or selling your shares?
• How can you diversify to meet cash flow needs?
• What happens to your stock or assets if something happens to you?
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How Executive, Founders Can Prepare Their Finances for IPOs
After several roller-coaster years, the IPO market is thawing, and many private companies are again considering the benefits of going public.
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How the QSBS Tax Exemption Can Lead to Additional Benefits
If you're familiar with the basics of qualified small business stock (QSBS) and the associated tax benefits, it's exciting to learn that you could realize as much as $10 million of federal tax-free gains. But why stop there?
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How to Reduce the Tax Impact of Your Stock Options or Restricted Stock Units
With personal tax rates topping out at 37% on ordinary income for those in the highest tax bracket, and capital gains rates at 20% plus a 3.8% net investment income tax, you may feel like you don't have much income left once your taxes are paid.
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Increased Estate Tax Exemption Sunsets in Late 2025, Giving Options and Next Steps
The increased estate and gift tax exemption, which is currently $12.92 million per person and increased to $13.61 million per person for 2024, is set to sunset at the end of 2025. As a result, the exemption will drop back to the prior Tax Cuts and Jobs Act (TCJA) level of $5 million, adjusted for inflation.
Our professionals are deeply experienced working with executives in transaction environments and here to help you leverage equity compensation opportunities.
Executive Educational Training Sessions
The Executive National Practice team offers virtual and in-person presentations, training sessions, webinars and workshops for your peer executives, leadership teams and employee shareholders. Review our training offerings or schedule a call to explore how we can custom tailor an educational session for your unique needs.
Connect with our professionals to learn how we can provide support for your IPO.
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