Subscribe (Free) to
Daily or Weekly Newsletters
Post a Job

Featured Jobs

Regional Vice President, Sales

MAP Retirement
(Remote)

MAP Retirement logo

Data Administrator II

DWC - The 401(k) Experts
(Remote)

DWC - The 401(k) Experts logo

Strategic Retirement Plan Consultant

Retirement Plan Consultants
(Urbandale IA / Des Moines IA)

Retirement Plan Consultants logo

Retirement Plan Consultant

Sentinel Group
(Remote / Everett MA)

Sentinel Group logo

Retirement Relationship Manager

MAP Retirement
(Remote)

MAP Retirement logo

Retirement Plan Administrator

Pattison Pension
(Albuquerque NM / Hybrid)

Pattison Pension logo

Retirement Plan Consultant

MAP Retirement
(Remote)

MAP Retirement logo

Plan Administrator, Defined Benefit & Cash Balance

The Pension Source
(Remote / Stuart FL / NY / TX / Hybrid)

The Pension Source logo

Defined Benefit Plan Consultant/Actuarial Analyst

Sentinel Group
(Remote / Everett MA)

Sentinel Group logo

DC Administrator

Pension Investors Corporation
(Remote / Altamonte Springs FL)

Pension Investors Corporation logo

3(16) Retirement Plan & Customer Liaison

Compass
(Remote / Stratham NH / Hybrid)

Compass logo

Plan Consultant - DB/CB

MAP Retirement
(Remote)

MAP Retirement logo

View More Employee Benefits Jobs

Free Newsletters

“BenefitsLink continues to be the most valuable resource we have at the firm.”

-- An attorney subscriber

Mobile app icon
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 3: Best Ideas From Top Advisors

myStockOptions.com

June 12, 2024
On-Demand
Webinar

Part 3 of this masterclass series brings together all the fundamentals and taxation of equity comp presented in Part 1 (Stock Options) and Part 2 (Restricted Stock/RSUs & ESPPs). It features leading financial advisors actively working with clients who have equity compensation. They will provide their top tips and case studies.

TOPICS COVERED

  • How to minimize taxes with stock options
  • How to manage for taxes with restricted stock/RSUs
  • How much to contribute/participate to an ESPP
  • Rules of thumb on whether to hold shares at exercise and vesting or to sell
  • How to get and collect key information and documents from clients and organize it
  • Case studies involving: option exercises; public company RSUs; combination of RSUs and stock options; tax-loss harvesting with RSUs; private company transition to public; Rule 10b5-1 plans


 

More Information, How to Register