Incentive Stock Options 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… Zach Woodward, Principal
Incentive Stock Options Should You Consider Exercising ISOs Now? May 24, 2022 - While tech stocks have had a challenging start to 2022, this environment could present an opportunity for you to take advantage of their incentive equity. Daniel Park, Partner
Incentive Stock Options What’s My Tax Strategy? July 1, 2021 - My company will complete an IPO soon — what should I do with my equity awards? What’s my tax strategy? Aaron Waxman, Partner
Incentive Stock Options My company is publicly traded but I’m subject to insider trading restrictions July 1, 2021 - A 10b5-1 trading plan is a way for insiders to sell company stock throughout the year. Trading plans must be submitted for approval in an… Aaron Waxman, Partner
Incentive Stock Options Going Public With SPACs October 4, 2020 - For private companies interested in going public, but may not have access to the capital markets required to IPO, being acquired by a SPAC can…
Individuals and Families NUA: The Key to Reducing Tax Liability on Your Employee Stock Shares July 2, 2025 - Employee Stock Ownership Plans (ESOPs) are a great way to build retirement savings. If your ESOP allows for a distribution that qualifies as a Net…
Economic and Market Outlooks Video: July 2025 Economic & Market Outlook July 1, 2025 - The financial markets seem to be sending us a message about presidential policies and the “Big, Beautiful Bill.” Jim Lebenthal explores what they might be…
Cross-Border Planning Portugal for U.S. Expats July 2, 2025 - This Insight examines the key considerations for U.S. expats considering a move to Portugal, whether as full-time retirees, part-time residents, digital nomads, or investors seeking…
