Advice for executives is a calendar problem as much as a technical one. This course builds the year: blackout windows, option expirations, RSU vest dates, 83(b) election deadlines, estimated tax dates, and the year-end moves that have to happen before December 31.
Learning objectives
Build a month-by-month planning calendar for an executive client
Coordinate advice around blackout windows and trading restrictions
Track option expirations, vest dates, and 83(b) election deadlines
Sequence year-end planning around tax filing and estimated payment dates