Skip to main content

Attendees Rating:

Excellent (91%)
Average (9%)
Below Average (0%)
Employer Retirement Plans and Net Unrealized Appreciation
Presented by Larry Pon,

Equity compensation is an important part of many client's financial plan. When they pay taxes—and how much—depends on their stock plan and what they did with your shares. Listen to Larry Pon, CPA, to learn which activities trigger taxes and what gets reported by employers and the client. Larry also reviewed how Net Unrealized Appreciation works and the strategies one should consider when clients are faced with this situation.  

No Comments added