Infrastructure Opportunities in Project Finance

Will Marder |
Corporate & Institutional
InfraStructure Opps NC.jpg

Tech advancements are transforming infrastructure opportunities in project finance.Funding for infrastructure assets has shifted with less coming from commercial banks and more capital coming institutional investors.Technology is impacting infrastructure with the telecom industry moving from 4g to 5g, causing a larger demand for location-specific data centers.An abundance of capital allows independent third-party trustees the opportunity to partner with many sources.

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Tax Reform and Your Incentive Stock Options

Paul Kieffer |
Tax Reform
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Favorable tax planning opportunities that may apply to your stock options. The 2017 Tax Cuts and Jobs Act created additional stock option planning opportunities for corporate executives.Of the many recent tax law changes, a few provisions provide expanded planning with respect to incentive stock options (ISOs).Making the right decisions when exercising options can make a big difference, so it’s important to discuss the pros and cons of any strategy with your advisors.

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Protecting Your Executive Income in the Event of a Disability

Bruce L. Carrow, CFP®, CLU®, ChFC®, AEP®, CAP® |
Wealth Planning
Worried couple

 Planning for this potential risk is critical for corporate executives. As a corporate executive, the amount of your future earnings can be negatively impacted if you become disabled through illness or injury.When considering the effects of a disability, you should first examine what existing coverage you have in place through your executive compensation program.

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