All Posts By

Joshua Shoshan, CEPA

What Corporate Executives Should Know About Their Equity Compensation

By Blog
You work so hard to drive company performance, and your success and accomplishments provide additional compensation through your company’s equity-based compensation plan. Unfortunately, this method of compensation adds complexity that needs to be fully appreciated, not only by you, the employee, but also by your spouse or others with whom you share your life. Our careers offer an opportunity to live an amazing life of significance, and equity-based compensation is a powerful part of the way executives are rewarded. Importantly, you will need to be prepared for the many decisions that come along with grants of company stock and options.…
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The Case for Exit Planning & Why I Earned My Certified Exit Planning Advisor (CEPA) Credential

By Blog
In my wealth management practice, I focus on helping business owners and corporate executives achieve quality of life and financial freedom. For some time now, I have been interested in exit planning for business owners. This interest led me to engage with other advisors and business owners as a Tri-State member of the Exit Planning Exchange and to obtain my CEPA (Certified Exit Planning Advisor) credential from the Exit Planning Institute. As CEPA professionals, we think of exit planning as a roadmap for fulfillment in our clients’ business and personal lives. We want to help our client entrepreneurs create transferable…
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