Compensation Planning Risk Tolerance Sales Taxes 
Zajac Group
MARCH 20, 2023
For some, concentration risk might mean holding any amount of a single stock position in a company they work for. For others, concentration might feel suitable if they have significant other assets and/or if they have a high risk tolerance or high risk capacity.
Zajac Group
JANUARY 10, 2023
After all, there is plenty to think about if you’ve been granted equity compensation. You might become mired in taxing technicalities, including AMT calculations. Can’t decide how to decide what to do with your equity compensation? One way around this, particularly for executives, may be to establish a 10b5-1 plan.
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