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Restricted stock vs. RSUs: The critical difference
April / May 2012
Newsletter: Public Company Insights
Price: $225.00, Subscriber Price: $157.50
Word count: 1132
Abstract: At one time, stock options were the incentive of choice for public companies. Options remain an effective way to motivate and retain executives, but during the last several years other tools — including restricted stock and restricted stock units (RSUs) — have gained in popularity. This article describes the different tax advantages that each tool offers and the particular administrative advantages of RSUs. A sidebar notes that RSUs enable companies and employees to defer taxes by delaying delivery of shares after the RSUs vest — providing the deferral is timely.
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How did you do? – Performing a year end budget review
Year End 2010
Newsletter: Trendlines
Price: $225.00, Subscriber Price: $157.50
Word count: 1132
Abstract: The end of the year usually has business owners thinking about taxes. But, while year end tax planning is certainly important, conducting a year end budget review is also critical. This article covers the basics to performing a year end review that helps companies determine whether they’ve kept all (or most) of their important financial numbers in line or whether they’re headed for trouble. A sidebar looks at cost control management — a formalized, systematic review of operations and resources with the stated goal of reducing or at least controlling costs at every level.
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Succession story – Estate planning for family business owners
January / February 2009
Newsletter: Tax Impact
Price: $225.00, Subscriber Price: $157.50
Word count: 1132
Abstract: Many families invest a lot of time, energy and resources into building successful businesses but pay little attention to how their companies will make the transition from one generation to the next. According to a 2008 study by Campden Research, Protecting the Family Fortune, a majority of affluent family business owners “are not implementing succession plans, don’t have asset protection strategies and are not updating estate plans, leaving their professional and personal interests vulnerable.” Failure to address succession is risky: According to the study, only 15% of family businesses survive past the second generation. To improve your odds and protect your family’s wealth, review this article for strategies to ensure your succession is successful and the tax impact is minimized.