THE DUFF TORNEY TEAM
Resources for Executives
Do You Have Incentive Stock Options?
Incentive Stock Options (ISOs) are the right to buy shares of company stock at a fixed price; this price must not be lower than the actual fair market value of the stock. Executives who receive ISOs have the opportunity to receive a tax benefit once they sell their shares…
101 of Buy Sell Agreements
After working together many years to build a successful company, what happens if the owners of the company need to part ways? To prevent this from causing a legal issue, the owners of many companies sign a buy-sell agreement.
Make Certain Your Wealth Isn’t Too Dependent on Your Employer
It’s not unusual for corporate executives to have a lot of their wealth tied to the success of their employer. Not only do they earn a paycheck from their employer, but some executives of public or private companies may receive stock options, restricted stock grants, 401(k) match and other compensation that may depend on the company’s economic well-being and growth…
Qualified vs. Non-Qualified Compensation Plans
Successful executives often receive various forms of compensation in addition to their salaries and bonuses. Their employers will often provide stock awards or the opportunity to participate in various long-term plans that may provide significant income, but also may be hard to understand…
Restricted Stock Units and Restricted Stock Awards
You’ve made all the right moves so far. We can help you create a playbook to grow your success…
Have you received phantom stock from your company? Here’s how it works.
Key executives at privately-owned or public companies may receive shares of stock in their employer. Sometimes the shares of stock are synthetic stock, otherwise known as “phantom stock”. This kind of stock can give many benefits of ownership and tangible value to an executive, yet is different than owning actual shares of the company…
Equity Compensation– Here’s a Guide to Understanding Your Benefits
For many professionals, compensation becomes increasingly more sophisticated. And without the proper planning, it’s easy for anyone to misunderstand the tax implications and what actions to take with their equity compensation…
How a Vesting Schedule Affects Your Equity Compensation
Equity compensation comes in many forms, whether it is restricted stock grants, incentive stock options, stock appreciation rights, etc. Incorporated in the compensation are specific terms as to how each form of equity compensation is treated and the percentage you rightfully own over a specified period…
Getting set to retire? If you own company stock in your retirement account, explore this potential tax benefit.
Executives who have worked for one company during much of their career can accumulate a significant amount of company stock in their 401(k)-retirement plan…
Getting the most from your stock Appreciation Rights
Stock appreciation rights (SARs) are a type of equity compensation award. They give an executive the right to compensation based on the difference between the company’s stock price on a certain date and a later date…
Do You Have Non-Qualified Stock Options? A Primer on Non-Qualified Stock Options and Leveraging Their Benefits to Build Wealth
Stock options often make up an attractive component of a senior-level executive’s pay. Options are awarded as an incentive to help the company meet its long-term profit goals. With sound financial planning, these awards can significantly increase your wealth.
If Your Receive Restricted Stock or Stock Options, Consider This Tax-Saving Move
Paying taxes when receiving stock grants instead of waiting for shares to vest could help you save thousands of dollars…