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Employee Stock Purchase Plans (ESPP)

By Joyce L. Franklin on April 19, 2018 in Equity Awards, Taxes, Wealth Planning

This post explains the wealth-creation benefits of participating in an employee stock purchase plan (ESPP). These plans are an employee benefit available at many companies that have issued publicly traded stock.

Pre-IPO Wealth Planning: For Twitter Employees—and Everyone Else

By Joyce L. Franklin on October 1, 2013 in Equity Awards

If you’re an employee of a private company on the verge of an initial public offering (IPO) or buyout, here are 5 things you need to do now to maximize your wealth potential: Prepare an inventory of your company stock, options, and other equity

Preserving Wealth After an IPO or Liquidity Event

By Joyce L. Franklin on August 1, 2013 in Equity Awards, Wealth Planning

For the lucky few who manage to work at—or start—the right company at the right time, a big wealth creation event—an IPO, a merger, an acquisition, or other liquidity event—is a once in a lifetime happening. (For an even luckier few, lightning may strike

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