Blog categorized as Equity Compensation

Equity Compensation Series: Employee Stock Purchase Plans

10/18/2024 09:28 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
Equity Compensation Series: Employee Stock Purchase Plans
Employee Stock Purchase Plans (ESPPs) allow employees to purchase company stock at a discount, offering potential financial benefits but requiring careful planning to manage risks and tax implications.

Equity Compensation Series: Incentive Stock Options

09/05/2024 05:48 PM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
Equity Compensation Series: Incentive Stock Options
Incentive Stock Options (ISOs) provide employees the opportunity to purchase company stock at a set price with potential tax advantages, but they require careful financial, investment, tax, and estate planning to manage risks and optimize benefits.

Equity Compensation Series: Non-Qualified Stock Options

08/29/2024 10:39 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
Equity Compensation Series: Non-Qualified Stock Options
Non-Qualified Stock Options (NSOs) grant employees the right to buy company stock at a predetermined price, offering potential financial gains but also carrying risks such as tax liabilities and stock price volatility.

Equity Compensation Series: Restricted Stock Units

07/18/2024 05:28 PM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
Equity Compensation Series: Restricted Stock Units
Restricted Stock Units (RSUs) are equity compensation tools that provide company shares to employees upon fulfilling vesting conditions. Proper financial planning is essential to effectively manage the risks and optimize the benefits associated with RSUs.

Equity Compensation Series: Restricted Stock

07/02/2024 10:36 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
Equity Compensation Series: Restricted Stock
Restricted stock is a form of equity compensation that involves shares granted to employees with certain vesting conditions and tax implications, requiring careful financial, investment, tax, and estate planning to maximize benefits and manage risks.

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