Planning for Pre- and Post-IPO Equity Compensation

1:30 PM - 3:30 PM
San Diego B

This session will cover the financial planning considerations for equity compensation when working with clients whose employers are at various stages along the J-Curve. From dealing with ISOs and restricted stock at private companies to planning around RSUs at public companies - if you work with clients that have equity compensation - this session is for you. We'll also cover important tax considerations for equity compensation planning, along with some behavioral factors to consider as well.

Learning Objectives: 

  1. Understand when many common forms of equity compensation are issued
  2. Determine planning considerations for many common forms of equity compensation based on company stage
  3. Learn how tax considerations impact strategies for equity compensation planning