Executive Financial Counseling Insights

Zach Woodward

Principal

Executive Financial Counseling

The Taxation of Restricted Stock Units

June 1, 2023   -   Restricted stock units (RSUs) are a special form of employee compensation, taxed uniquely. Upon vesting, they're taxed at the federal level, and later treated as normal shares with tax implications during sale.

Paul D’Elia

Partner

Executive Financial Counseling

Why Financial Planning Belongs as a Workplace Perk

Competing for top talent in a global marketplace requires giving the best candidates a compensation and benefit package that covers their needs and protects their family. Today that means offering financial planning and tax preparation services.

Daniel Park, Doug Bonaquist and Nicole Joko

Executive Financial Counseling

Executive Financial Counseling: Planning to Protect Your Life’s Work

An engaging look into a corporate benefit that is designed to ease the life of senior executives while helping organizations recruit and retain top talent who will help them thrive. 

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Our Concierge Program offers a simple, personalized approach to finding your ideal financial advisor.

Schedule your complimentary 30-minute discovery call so we can understand your unique financial and life goals and match you with the advisor most well suited to help.

Team member's headshot

Dustin Ribergaard

Lead Concierge

Our Concierge Program offers a simple, personalized approach to finding your ideal financial advisor.

Schedule your complimentary 30-minute discovery call so we can understand your unique financial and life goals and match you with the advisor most well suited to help.

Schedule now:

Dustin Ribergaard

Lead Concierge

Book your meeting

This 30-minute call with me is designed to better understand your unique financial and life goals and match you with the advisor most well suited to help.

Looking forward to
speaking with you!

Lead Concierge

Dustin Ribergaard

Thank you for booking a meeting with us!

We look forward to connecting with you soon.

Here are some valuable insights to read before your meeting

Paul Chmielewski

Partner

Estate Planning

2024 Gift, Estate, and GST Tax Changes

Partner Paul Chmielewski highlights the gift, estate and GST tax changes for 2024.

Stephen Klingler

Principal

Investing

5 Things to Do in a Down Market

Volatile markets can shake the confidence of even the most committed long-term investors.  Starting with a comprehensive financial plan, understanding just how much risk you…

Paul Chmielewski

Partner

Charitable Giving

A Guide to Charitable Gifting Options

Discover the power of purposeful giving with our guide on current charitable gifting options. Explore Private Foundations, Charitable Remainder Trusts, and Donor Advised Funds to…

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