Executive Compensation Analysis

Navigating Employer Benefits.

Navigating the complexities of employer benefits including stock options, deferred compensation plans, and equity compensation can be overwhelming. We can work with you to develop strategies that will reduce taxes and maximize your compensation from your employer.

How We Help Clients

Develop a plan to navigate Incentive Stock Options (ISO), Non-Qualified Stock Options (NSO), Restricted Stock Units (RSU) and Employee Purchase Plans (ESPP)

Reduce taxes with 83(b) elections and Net Unrealized Appreciation (NUA) when appropriate.

Effectively manage and reduce concentrated stock positions

Navigate deferred compensation plans with a plan to determine contribution and payout amounts.

*Please Note: Limitations.  The scope of any financial planning and consulting services to be provided depends upon the terms of the engagement, and the specific requests and needs of the client. BFSG does not prepare legal documents or tax returns, nor does it sell insurance products.

A Business Executive: Brie

Brie works in upper management for a publicly traded company. She enjoys several perks from her employer including stock options and a deferred compensation plan. Brie is now looking for guidance since she is unsure of what perks to take advantage of or how to handle her stock options. Brie has been at the company for several years and would like to use some of these benefits to help fund an early retirement and to pay for college for her two kids as one is a Senior and the other a Sophomore in high school.

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