Neza Gallitano, Wealth and Fiduciary Advisor outlines key considerations for managing executive compensation. With regulatory changes and evolving corporate governance, executives must understand the structure, tax implications, and risks of stock options, restricted stock, and performance-based awards.
Key Highlights
- Stock Options – Upside potential, tax liability, and risk.
- Incentive Stock Options (ISOs) – Tax treatment and impacts.
- Restricted Stock Units (RSUs) – A discovery and option that includes income tax and liquidity challenges.
- Diversification Strategy – Essential to reduce concentrated equity risk.
