Equity Compensation Advisor News: December 2014

This post contains industry information and ideas to help financial advisors grow their practices by engaging corporate executives with equity compensation, managing their holdings and helping them make profitable diversification decisions. Year-End Tax Planning for Executives: This article illustrates the benefits of doing a comprehensive year-end equity compensation analysis for executives with concentrated employer stock positions.  The case study analyzes whether it is better to sell shares in a concentrated employer stock position at the end of the current year versus the beginning...

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