Senior Executives
Stock Options & Your Employment Contract
Stock options have been a standard part of upper-level employee contracts for many decades. In the history of businesses, an “interest” in the [...]
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Senior Executives: An Intro to 10b5-1 Plans
Are you a corporate senior executive with too much publicly traded company stock? If so, you are not alone. At Infinium Investment Advisors, often times we find [...]
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Tips for Early Success in Your New Job
Undoubtedly, the experience of the first month in a new job is often nerve-wracking. There is so much happening around a new hire, and there are abbreviations to [...]
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The Three Types of Stock Option Vesting Schedules
There’s a first time for everything. In the business world, many professionals have their first encounter with the stock market through company stock [...]
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How to Save Taxes with the Net Unrealized Appreciation Strategy
One of the big advantages that employees of public companies have is the ability to accumulate shares of stock in the company for which they work. If you are [...]
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Are You Ready for an IRS Audit?
The IRS has announced a new 10-year plan that will put increased scrutiny on wealthy taxpayers. After getting an $80 billion budget increase from last year’s [...]
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What Should I Do with My 401(k) When I Change Jobs?
As of June 30, 2021, there were approximately 615,000 401(k) plans, with about 65 million participants and millions of former employees and retirees. This [...]
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When Should I Exercise My Company Stock Options?
When Should You Exercise or Sell Your Company Stock Options? One of the most prolific questions we are asked here at Infinium when a client has stock options. [...]
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How to Manage A Stock Windfall
According to a recent report by Cerulli Associates, a vast transfer of wealth is poised to occur in the US over the next 25 years. Approximately $68 trillion will [...]
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Section 1202: How to Optimize Your Outcome with Closely Held Stock
Section 1202: Opportunity to Win Big Driver Talent Pro Crack Most investors have been unaware of the details in Section 1202 of the Internal Revenue Code (IRC), [...]
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Senior Executives: An Intro to 10b5-1 Plans
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