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.
Equity Granted: An Executive Chat
Claim This Podcastby SFG Wealth Planning
12 episodes
Updated Daily
Accepts GuestsHas SponsorsLocation 🇺🇸
Podcast Overview
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.
Language
🇺🇲
Publishing Since
2/18/2021
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Recent Episodes
July 11, 2022
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...
June 30, 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...
May 11, 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.
12 total episodes available
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- What is Equity Granted: An Executive Chat?
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This podcast updates daily.
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Yes, this podcast regularly features guests.
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