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Tax & Estate Planning Knowledge Circle: An Introduction to Equity Compensation and Employee Stock Options

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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. In March’s Tax and Estate Knowledge Circle, we will cover the basics of RSUs, NSOs, ISOs, ESPPs and also share key advance planning topics to be aware of.

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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Tax & Estate Planning Knowledge Circle: An Introduction to Equity Compensation and Employee Stock Options
03/16/2021 at 12:00 PM (MDT)  |  60 minutes
03/16/2021 at 12:00 PM (MDT)  |  60 minutes 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. In March’s Tax and Estate Knowledge Circle, we will cover the basics of RSUs, NSOs, ISOs, ESPPs and also share key advance planning topics to be aware of.
Course Evaluation
7 Questions
Certificate of Completion
0.0 CFP CE credits  |  Certificate available
0.0 CFP CE credits  |  Certificate available