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.
Attendees Comments:
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.