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ENGAGE 2020


PFP2014 - Expecting the Somewhat-Expected: Executive Comp and Corporate Transitions


Jun 8, 2020 3:00pm ‐ Jun 8, 2020 4:15pm

Description

Whether your client’s company is preparing for an IPO or anticipating a merger, a corporate action often forces executives to “take stock” of their stock options, restricted stock and deferred comp. Careful planning around executive comp liquidity can help these clients achieve long-run financial goals, including lifetime spending, wealth transfer and charitable goals. This presentation will discuss ways that holders of executive comp can position their holdings to take advantage of their company circumstances.

Learning Objectives:
  • Learn how to help clients evaluate executive comp in the context of their overall wealth.
  • Learn strategies for pre-transaction planning that may maximize wealth or mitigate tax.

Speaker(s):

  • Tara Popernik, CFA, CFP, Director of Research, Wealth Strategies , Bernstein Private Wealth
Tags: PFP
Category: Concurrent Session (Onsite and Online)

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