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Description
Executive compensation is a complex subject matter area for clients and their advisors. In this webinar we will take a deep-dive into advanced planning strategies for NSOs and ISOs. Join us and understand, starting with the client objective (risk reduction, liquidity, tax minimization, wealth accumulation, hedging, or wealth transfer) the different strategies that apply specifically to either stock options and restricted stock shares and restricted stock options.
Learning Objectives
- LO #1: Examine strategies pertinent to both employ stock options and restricted stock grants
- LO #2: Identify the needs for advice for executive and how to explain these issues and variables
- LO #3: Examine exercising stock options related to different goals: wealth creation, minimum downside risk, or reducing taxes.
- LO #4: Examine restricted stock units related to different goals: wealth creation, minimum downside risk, or reducing taxes.
- LO #5: Identify restricted stock shares strategies related to different goals: wealth creation, minimum downside risk, or reducing taxes.