The Team at SFG Wealth Planning will focus on conversations with Centers of Influence that serve like-clientele, addressing germane subject matter within the realm of the executive with stock-based compensation.
Remote Work and Mobility Situations – A Conversation with Partner at Vialto Partners, Rob Cinberg
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...
30 Jun 2022
Tax Planning for The Expat Executive – A Conversation with Partner at Vialto Partners Rob Cinberg
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...
11 May 2022
Change in Control: Equity Considerations for an Executive Impacted by a Company Split - A Conversation with ArentFox Schiff partner Michael Andresino
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.
9 Feb 2022
Executive Women’s Wealth Building Through Compensation: Paths, Obstacles, Strategies and Tactics Part 2 - A Conversation with M3x Analytics LLC. Founder Linda Steffen
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...
2 Feb 2022
Executive Women’s Wealth Building Through Compensation: Paths, Obstacles, Strategies and Tactics - A Conversation with M3x Analytics LLC. Founder Linda Steffen
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...
21 Dec 2021
Special Needs Planning: A Conversation with Lesley Mehalick, Shareholder and Supervising Partner for the Estates and Trust Department of McAndrews Law Offices
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.
5 Oct 2021
Knowing Your Market Value In Terms of Opportunity: A Conversation with M3x Analytics LLC. Founder Linda Steffen
This episode, we focus on what it means to know your market value in terms of opportunity. We are joined by Linda Steffen, M3x Analytics LLC. Founder.
10 Aug 2021
Special Needs Planning - A Conversation with Crystal Edwards
Nearly 54 million Americans cope with special needs and the rising associate expenses according to the National Organization on Disability. 1 in 26 American families are raising children with a disability. 69% of families say they are very concerned about being able to provide lifetime care for their dependents with special needs. Approximately 7 out of 10 Americans die without a valid will. Where does an executive start with planning for a future for their special needs child? What assets ar...
27 Jul 2021
Stock-Based Compensation – A Conversation with myStockOptions.com Editor-in-Chief and Co-Founder Bruce Brumberg
As an executive moves through their career, either within an organization or to others, various forms of stock-based compensation may be acquired. The long-term wealth creation from these various grants may be significant and yet the differences, tax implications, and complexity can be overwhelming. As always, the focus shouldn’t be on short-term rewards, but on the longer-term. The process of comparing different types of long-term incentive grants is one which provides the executive with gre...
21 Apr 2021
Pension Planning - A Conversation with Steve Bowers
When an executive is faced with a pension decision, they’re making an irrevocable choice. Most executives will admit they don’t want to “blow it” and make the wrong decision. Often, they’re overwhelmed by the plethora of election options within the plan. When a company makes changes to its pension plan, this can throw a monkey wrench into the executive’s already well-thought-out timing strategy. Pension Planning is the process of comparing various pension election choi...
24 Feb 2021
Financial Parity Planning with BDO’s Terry Adamson
When an executive is presented with an advanced role at another organization, they have various opportunities they need to compare. The focus shouldn't be on short-term, but long-term wealth creation not overlooking the financial implications of leaving money on the table. What would the new company need to offer to augment what they already have? Financial parity planning is the intricate process of comparing the complexities of the current grants and what the new company will offer for the ...
18 Feb 2021
Season 1 Preview
This is a preview of the subjects we will cover in season 1 of our show!
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