Tax & Estate Planning Knowledge Circle: Advance Planning with Equity Compensation
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Considering the various types of equity compensation and stock options structures clients may be awarded, as planners there is a clear benefit to understanding the nuances and varied tax implications associated with each. Daniel Zajac will be joining the Knowledge Circle for a part II presentation on Advance Planning with Equity Compensation. If you’d like to check out Part I of his presentation on An Introduction to Equity Compensation and Employee Stock Options, you can click here: March 2021 Tax & Estate Planning KC Recording - "An Introduction to Equity Compensation and Employee Stock Options" 3-16-21 | Income Tax and Estate Planning (onefpa.org). We look forward to seeing you then!
Daniel Zajac, CFP®
Managing Partner
Zajac Group
Daniel is a CERTIFIED FINANCIAL PLANNER™ professional with the Zajac Group. He specializes in working with clients who have equity compensation and employee stock options. You can follow him on his blog at www.zajacgrp.com/insights ;where he writes about equity compensation in a way that is easy to understand.
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