Many of our public and private companies grant equity compensation awards to executives, directors, and other employees or service providers to give them an ownership interest and to attract and retain talent. We work with our clients to help them achieve their objectives in making these grants. We help with the tax and legal compliance for the following:

  • Restricted stock
  • Restricted stock units (RSU)
  • Stock options
  • Stock appreciation rights (SAR) and phantom stock plans
  • Performance awards
  • Capital interest
  • Profits interest
  • Long-term incentive plans (LTIP)


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