Post a Job

Featured Jobs

On-Boarding Specialist II

M2B Retirement Consulting LLC
(Remote / PA)

M2B Retirement Consulting LLC logo

Retirement Plan Processor

BPAS
(Utica NY)

BPAS logo

Defined Contribution Account Manager

Nova 401(k) Associates
(Remote)

Nova 401(k) Associates logo

Health Benefits Actuarial Consultant

BPAS
(Remote / NY / Hybrid)

BPAS logo

Retirement Plan Analyst

M2B Retirement Consulting LLC
(Remote / Wexford PA)

M2B Retirement Consulting LLC logo

Retirement Plan Quality Assurance Specialist

ERISA Services Inc.
(Remote)

ERISA Services Inc. logo

Special Projects Account Manager

Nova 401(k) Associates
(Remote)

Nova 401(k) Associates logo

Regional Vice President of Sales

MAP Retirement
(Remote / KY / OH)

MAP Retirement logo

Retirement Plan Administrator

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

The Pension Design Group 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