Description
This webinar will present the best ways to evaluate and negotiate equity compensation in job offers and promotions, and how to protect it in job termination. Learn how to help clients get the best deal to maximize and preserve wealth in company shares, stock options, and restricted stock/RSUs.
Learning Objectives
● Biggest pitfalls to avoid when leaving a job with outstanding stock grants
● Key features to focus on in a job offer that includes equity comp
● What is negotiable, including when and how to approach negotiation
● How to analyze and evaluate an offer, including competing offers
● Crucial documents and legal terms to review
● Tax rules you must know to prevent big mistakes by clients
● Negotiable features of annual grants or off-cycle grants, such as at promotion
● Best time to negotiate severance and key provisions
● Differences between private and public company equity comp offers
● Role for financial, legal, and tax advisors in evaluating offers and in negotiations
● Negotiating outstanding equity grants as retirement approaches
● Case studies