Post a Job

Featured Jobs

ERISA Compliance Analyst

Employee Fiduciary LLC
(Remote / Mobile AL)

Employee Fiduciary LLC logo

Actuary Analyst

ERISA Services Inc.
(Remote)

ERISA Services Inc. logo

3(16) Plan Customer Liaison, Enrollments

Compass
(Remote / Stratham NH / Hybrid)

Compass logo

Senior Retirement Plan Administrator

Daybright Financial
(Remote)

Daybright Financial logo

Relationship Manager

Compass
(Remote / Stratham NH / Hybrid)

Compass logo

Retirement Plan Administrator

The Pension Design Group
(Remote / Columbus OH / Hybrid)

The Pension Design Group logo

Retirement Plan Sales Consultant

Leading Retirement Solutions
(Remote)

Leading Retirement Solutions logo

Enrolled Actuary

DWC (The 401k Experts)
(Remote)

DWC (The 401k Experts) logo

Pension Administrator

PPS Pension Services
(Remote / Williamsville NY / Hybrid)

PPS Pension Services logo

Senior ERISA Compliance Analyst

Employee Fiduciary LLC
(Remote / Mobile AL)

Employee Fiduciary LLC logo

Senior 401k Plan Administrator

FMI Retirement Services
(Remote / Huntington NY)

FMI Retirement Services logo

Benefits Manager

Hilldrup.com
(Stafford VA / Hybrid)

Hilldrup.com logo

Director of Benefits

Benesch Friedlander Coplan & Aronoff
(Cleveland OH / Hybrid)

Benesch Friedlander Coplan & Aronoff logo

Sr 5500 & Notices Manager

401k Generation
(Altamonte Springs FL / Hybrid)

401k Generation logo

Benefits Manager

LucidHealth
(Remote)

LucidHealth logo

View More Employee Benefits Jobs

Free Publications

LinkedIn icon     Twitter icon     Facebook icon
Webinars
and Podcasts
  >  Upcoming   |   On-Demand
Conferences   >  Upcoming   |   Grouped by Location
All Webinars, Podcasts and Conferences   >  Upcoming   |   Grouped by Sponsor

View More myStockOptions.com Webinars, Podcasts and Conferences

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

myStockOptions.com

May 22, 2024
On-Demand
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