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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
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Webinar Description

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 discussed including SARs, phantom stock and profits interests. This section will wrap up with a discussion of NUA as a strategy for employer stock held in a qualified retirement plan.

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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