Equity Granted: An Executive Chat SFG Wealth Planning

Are you a mobile public company executive who enjoys a flexible hybrid work model? If so, how do state-to-state taxes impact you, let alone non-US taxes should you work abroad during an abbreviated vacation? What are your remote mobility tax considerations should your location be either short or long term? What are your mobility tax considerations should you have a hybrid work situation? In this episode, we address both your employer’s remote tax situations your personal tax planning consider...

Are you a public company executive who is either on assignment to the US or elsewhere in the world? If so, how do international taxes impact your personal situation? What are your mobility tax considerations should your location be either short or long term? What is “tax equalization” and how does it actually work? Are there other filings required of me as a non-US executive, such as the FBAR or form 8938? In this episode, we address personal tax planning for you the expatriated executive and...

Are you a public company executive who is, or will be, affected by a change in control event, such as a spin-off? Do you have concerns around how the transaction will impact your LTI and other compensation benefits? Is there a plan in place allowing you to maximize benefits going forward? In this episode, we address personal financial planning considerations every executive should be asking when they’re impacted by a change in control event.

As an executive woman, what are your personal hopes and dreams for yourself and your family? What is wealth building within the context of your employment and what can be done to help you gain greater access to significant wealth creation? What can you do from a planning standpoint to ensure independence financially as you aspire towards the top C-Suite role within your organization or elsewhere? In this episode, we address several important questions every female executive should ask when pl...

As an executive woman, what are your personal hopes and dreams for yourself and your family? What is wealth building within the context of your employment and what can be done to help you gain greater access to significant wealth creation? What can you do from a planning standpoint to ensure independence financially as you aspire towards the top C-Suite role within your organization or elsewhere? In this episode, we address several important questions every female executive should ask when pl...

Do you have a loved one with special needs, and what concerns do you have with regards to their financial future? How do you know if a special needs trust is right for your situation? What can you do from a planning standpoint to ensure independence financially for your special needs child? In this episode, we address several important questions every executive should ask when planning for their special needs child’s financial future.