The proliferation of equity grants is evidence that employee stock compensation is thriving. At a time when markets are rising, firms are finding renewed interest in rewarding executives with equity compensation to help retain and motivate key employees. With tax changes on the horizon, financial advisors can help provide clients with essential guidance on grants and holdings of company shares. This session reviews planning considerations and strategies for advisors looking for ways to lessen the impact of proposed tax changes around equity compensation.
Participants will:• Gain insight on planning considerations given key tax proposals
• Review strategies appropriate for clients with employee stock options (ESOs), restricted stock and RSUs
• Learn comprehensive planning processes around concentration risk
• Identify practices to help attract and market to C-Suite executives
Speaker:
John Nersesian, CFP®, CIMA®, CPWA®
Head of Advisor Education, PIMCO
Premier Continuing Education (CE):
- 1 hour of CE credit for CIMA®, CPWA®, and RMA® certifications
- Credit is automatically uploaded to your certification record(s) but can take up to 24 hours to be reflected
- One year from the date purchased