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)


News & Resources


  • Expansion of Preventive Care Benefits | So, You've Been Appointed to the Retirement Plan Committee | Last Call — 2019 PCORI Fee Deadline Approaching
  • New Rules Expand Use of HRAs | IRS Announces Health Savings Account Contribution Limits for 2020 | U.S. Supreme Court Agrees to Hear Two ERISA Cases
  • Determination Letter Program Expanded | Self-Correction Program Also Expanded | Two Retirement Bills Under Consideration
  • IRS Will No Longer Prohibit Retiree Lump Sum Windows | ACA Latest Developments | Investment Advisor Gets Prison Time for Fraud


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