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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

Partner

SimoneZajac Wealth Management Group, LLC

Daniel is a CERTIFIED FINANCIAL PLANNER™ professional and Partner at SimoneZajac Wealth Management Group, LLC.    He specializes in working with clients who have equity compensation and employee stock options.  You can follow him on his blog at www.danielzajac.com 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
Open to view video.
Open to view video.
Course Evaluation
7 Questions
Certificate of Completion
0.0 CFP CE credits  |  Certificate available
0.0 CFP CE credits  |  Certificate available