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You’ve Been Promoted: A Guide to Your Compensation Package

It’s performance assessment season. You’ve earned a well-deserved promotion at work. Hopefully the new job title also comes with more money! I’d like to discuss the four components of your [...]

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Is Your Company Going Public? Three Steps to Prepare

Summary: Get organized: save the source documents (Plan Document, Option/RSU Agreement) Define your goals, which will provide the context for whether to keep or sell your company stock Learn a [...]