Team
How we work
Specializations
▾
Specializations
▾
View all specializations →
MSFT
Microsoft
PH
Parker Hannifin
PGR
Progressive
ROK
Rockwell Automation
RPM
RPM International
SHW
Sherwin-Williams
SPCX
SpaceX
Blog
Contact
Client Portals
Match with an advisor
Match with an advisor
Client portals
Match with an advisor
Match with an advisor
Equity Compensation
Equity Compensation
October 26, 2026
Deferred Compensation Distribution Timing: How Payout Elections Shape Your Tax Bill
Tim Farley, ChFC
®
Equity Compensation
October 12, 2026
Rule 10b5-1 Plans: How a Little Paperwork Can Buy You a Lot of Peace of Mind
Tim Farley, ChFC
®
Equity Compensation
August 28, 2026
Why Cash-Flow-Based Planning Is the Missing Piece in Most Executive Financial Strategies
Tim Farley, ChFC
®
Equity Compensation
June 30, 2026
How Executives Can Use NUA to Keep More of Their Company Stock Gains
Tim Farley, ChFC
®
Equity Compensation
June 15, 2026
How Executives Should Think About Their ESPP: Taxes, Selling, and Concentration Risk
Tim Farley, ChFC
®
Equity Compensation
May 22, 2026
When Your Equity Compensation Starts Requiring a Plan
Tim Farley, ChFC
®
Equity Compensation
April 27, 2026
Deferred Compensation: The Tax-Timing Tool Most Executives Underuse
Tim Farley, ChFC
®
Equity Compensation
April 21, 2026
SpaceX Equity Planning: What Employees Should Know Before IPO
Bernie Garrah, ChFC
®
Equity Compensation
April 14, 2026
Planning Considerations for Parker Hannifin Executives with RSUs, LTIPs, and SARs
Corbin Blackburn, ChFC
®
Equity Compensation
July 10, 2025
Managing Restricted Stock Units for Tax Planning
Tim Farley, ChFC
®