Bookmark
Guest Expert: Kevin Brady, CFP® and Chris Jennings, CFP®In this webinar, Kevin J Brady, CFP®, and Larry Pon, CPA, AEP®, talk about restricted stock units (RSUs). RSUs are a common form of compensation granted by employers to key employees. In this ...
Trusted by 1000+ Financial Advisors
Unlock Unlimited Expert Webinars
Get Full Access to 100+ Sessions at $19/month
Subscribe NowDiscussions & Comments
A few comments from listeners when they were asked what the learned from the webinar:
If a client is eligible for most every stock program, getting the plan document is a must, as clients may not know exactly how it works and how it's taxed.
- Bruce W.
The session neatly and concisely confirmed my understanding of RSUs and how I've advised my client about them. Thank you.
- Michael D.
Great reminder on tax withholding rules around RSUs.
- Kristen T.
Learning about RSU taxation specifics was very valuable
- Uliana M.
If a client is eligible for most every stock program, getting the plan document is a must, as clients may not know exactly how it works and how it's taxed.
- Bruce W.
The session neatly and concisely confirmed my understanding of RSUs and how I've advised my client about them. Thank you.
- Michael D.
Great reminder on tax withholding rules around RSUs.
- Kristen T.
Learning about RSU taxation specifics was very valuable
- Uliana M.
If a client is eligible for most every stock program, getting the plan document is a must, as clients may not know exactly how it works and how it's taxed.
- Bruce W.
The session neatly and concisely confirmed my understanding of RSUs and how I've advised my client about them. Thank you.
- Michael D.
Great reminder on tax withholding rules around RSUs.
- Kristen T.
Learning about RSU taxation specifics was very valuable
- Uliana M.