Equity Comp Masterclass, Part 3: Best Ideas From Top Advisors

myStockOptions.com

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

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