Executive Planning

private equity

Transfer Planning for PE Partners Using a “Carried Interest” Option

As a partner in a private equity (PE) firm, you have a financial interest in the fund that comes in ...

What Corporate Executives Should Know About Their Equity Compensation

You work so hard to drive company performance, and your success and accomplishments provide additional compensation through your company’s equity-based ...

incentive stock options ISO

What Are Incentive Stock Options (ISOs)?

All of today’s largest, blue-chip companies began as the small start-ups of yesterday. Some created entirely new industries, like Google ...