A working foundation in executive compensation for advisors who meet with executives and employees holding equity-linked pay. We move quickly through the alphabet soup — stock options, RSUs, restricted stock, deferred compensation, and ESPPs — and land on what actually drives advice: features, taxation, timing, and the tradeoffs clients face.
Learning objectives
Identify each major award type and the features that change the planning conversation
Explain the taxation of grant, vest, exercise, and sale for each award type
Recognize the deadlines and elections that create forfeiture or tax risk
Translate a grant agreement into a short list of client decisions