Incentive Compensation Planning for Executives

You may have Restricted Stock Units or Performance Share Units as a part of a competitive compensation package from your employer. This type of compensation can present a myriad of planning concerns including, but not limited to, over exposure to company stock, higher than normal tax liability, and overall difficulty predicting the long-term value of this asset. Our team has extensive experience working with successful executives that enjoy this impactful benefit. Incorporating RSUs and PSUs into our clients’ financial plans and forecasting how various scenarios will impact their long-term financial planning is vitally important to providing the thorough guidance our clients deserve.