The tax surprise lurking in bonuses
The tax and withholding rate on bonus compensation can lead to surprises… and confusion. Here’s what you need to know to make the most out of your bonus.
Could you benefit from net unrealized appreciation (NUA)?
If you own a concentrated stock position within your employer-sponsored retirement account, there’s a little-known piece of U.S. tax code that could save you a significant sum of money via net unrealized appreciation (NUA). However, NUA only applies to a select set of people; here’s what you need to know. Who can benefit from NUA? […]
Equity compensation: An overview
Equity compensation is increasingly popular as companies look to recruit top talent. But if you don’t understand how it works, you could leave money on the table.
What are 10b5-1 plans?
If you are in possession of material non-public information about a stock, the SEC’s Rule 10b5-1 allows you to plan trades in advance so that you can sell shares without worrying about insider trading allegations. Rule 10b5-1 plans also create a path for employees to sell shares during blackout periods. Generally speaking, anyone can use […]
3 regulations every high-ranking executive should know about
High-ranking employees at publicly-traded companies may be required to follow specific rules and regulations that don’t apply to the broader employee pool. These regulations usually apply to C-suite level executives, but can also apply to people in key roles, such as researchers or lawyers working with intellectual property. They also apply to board members and […]
The employer’s guide to competitive pay packages
At Quorum, we’re committed to financial literacy, and that doesn’t just mean for individuals. Whether you’re a top executive at a larger company or an entrepreneur growing a startup and wondering what tools you might have at your disposal, there are numerous compensation options to consider. In this article, we’ll provide an overview. Whether any […]
How to evaluate a pay and benefit package
When you evaluate the pay and benefits package in a job offer, it can be tempting to focus on the headline salary number. However, the details of the benefits plan could help you create significant wealth in the long run. Here are a few things to look for when reviewing a benefits package. Retirement plans […]
Laid off? Don’t leave money on the table
Getting laid off tends to be an unpleasant experience. It can be made infinitely worse if you find yourself navigating complex financial questions as part of the process. We put together a checklist that can help you keep track of the many moving pieces that come with an exit. In this article, we want to […]
Tax planning for restricted stock units (RSUs)
Restricted stock units (RSUs) are an increasingly common form of bonus compensation. But many recipients don’t understand how they’re taxed.
Negotiating equity comp: What you should know
Have you ever wondered how to negotiate a pay package that includes equity compensation, in addition to a salary? Kelly Milligan has offers tips. (Hint: Taxes.)
