Join Kevin J Brady, CFP®, and Larry Pon, CPA, AEP®, for a webinar on restricted stock units (RSUs). RSUs are a common form of compensation granted by employers to key employees. In this webinar, Kevin and Larry will discuss how RSUs work, vesting schedules, key terminology, and how they compare to other forms of equity compensation. They will cover the tax implications of RSUs, including at grant, vesting, and sale, along with strategies to optimize tax treatment for public-sector RSUs. They will also discuss how to integrate RSUs into comprehensive financial plans and common risks (concentration, behavioral biases, and tax under-withholding). Finally, Kevin will also discuss case studies based on real life client situations.
Attendees will learn:
- How RSUs work and how they compare to other equity compensation plans
- How RSUs are taxed and strategies for minimizing their taxation
- How to best incorporate RSUs into a financial plan
*CE/CPE Eligible: 1 CE credit is available to subscribers with these designations: CFP, CLU, ChFC and RICP. CPA subscribers will earn 1 CPE credit.
Field of Study: Specialized Knowledge
Prerequisites: There are no prerequisites for this session.
Advanced Preparation: None
Program Level: Basic
Delivery Method: Group Internet Based
NASBA Approved
Financial Experts Network (Sponsor Id#: 145173) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
