NEW YORK CHAPTER

Covers RSU taxation, ISO AMT exposure, company-stock concentration and coordinated compensation planning.

Explains withholding shortfalls, double-taxation risks and concentration issues for equity award holders.

Explores common mistakes employees make with RSUs, stock options and ESPPs. It explains how poor tax planning, under-withholding in employer stock can erode wealth, and offers practical strategies for managing equity compensation effectively.

Summarizes the importance of submitting a valid W-8BEN (for shareholders outside the US holding US stock) . This usually prevents this withholding, ensures the correct tax treatment, and may qualify them for reduced withholding under a tax treaty.

Which AI prompts should compensation analysts trust with generic tools—and which need a true comp agent? 7 ranked prompts, from safe to specialist-only.

Discusses changes in ESOP financing, lending structures and the policy environment.

Examines 2026 proxy-season trends in equity plans, one-time awards and shareholder voting.

Povides explaination on why many early Blue Origin employees never realized value from their options and how the new plan attempts to address those shortcomings.