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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