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Equity Comp Masterclass, Part 2: Restricted Stock/RSUs & ESPPs

myStockOptions.com

May 22, 2024
1:00 p.m. - 2:00 p.m. ET
Webinar

Covering essential topics with plentiful examples, this webinar will present the fundamentals and taxation of restricted stock, restricted stock units (RSUs), and employee stock purchase plans (ESPPs). It will be given by Bruce Brumberg (JD), the editor-in-chief and co-founder of myStockOptions.com and a Forbes.com contributor. Bruce is a highly respected expert who presents these topics in a practical, memorable, and engaging way.

The webinar is part of our 2024 Equity Comp Masterclass series of three webinars: Stock Options, Restricted Stock/RSUs & ESPPs, and Best Ideas From Top Advisors. Register for and watch the whole series as a bundle, which includes a certificate showing you are myStockOptions Educated!

TOPICS COVERED

  • Restricted stock & RSUs: 7 key features
  • Vesting details and impact of job change, life events, and M&A
  • 10 tax rules for restricted stock/RSUs
  • How restricted stock & RSUs differ
  • 7 major decisions to make with restricted stock/RSUs
  • 6 features of ESPPs
  • 10 ESPP terms to know
  • Critical timeline for ESPP participation and purchases
  • 6 tax rules for ESPPs
  • Startup to pre-IPO company restricted stock and RSU grants, including design and taxes
  • Checklist of key questions and info/documents to gather

More Information, How to Register

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