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Session #4:
Equity Compensation and Stock Options - Private Company Issues/Other Equity Awards/Concentrated Stock/NUA
Boost Your Client's outcomes and reduce out-of-pocket costs - CE Credit Available
Tuesday, February, 24 • ET • 150 minutes
Earn 2 CE credit Trusted by 10,000+ financial advisors

What You'll Learn

Session 4 looks more specifically at private companies, including issues related to liquidity and valuation, exercise strategies such as early exercise/Section 83(b) considerations, double trigger RSUs and the application of QSBS treatment. Other less common types of equity awards will be…

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Check all the boxes for the type of CE credits you require?
This question is for testing whether or not you are a human visitor and to prevent automated spam submissions.