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Helping Clients With Restricted Stock Units (RSUs) 03-14-2024

Attendees Rating:

Excellent (93%)
Average (7%)
Below Average (0%)

Missy Davis

Tue, 03/26/2024 - 12:25

Comments
A few comments from listeners when they were asked what the learned from the webinar:
If a client is eligible for most every stock program, getting the plan document is a must, as clients may not know exactly how it works and how it's taxed.
- Bruce W.

The session neatly and concisely confirmed my understanding of RSUs and how I've advised my client about them. Thank you.
- Michael D.

Great reminder on tax withholding rules around RSUs.
- Kristen T.

Learning about RSU taxation specifics was very valuable
- Uliana M.
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Helping Clients with Restricted Stock Units (RSUs)
Presented by Kevin Brady, CFP® and Chris Jennings, CFP®
Kevin Brady

In this webinar, Kevin J Brady, CFP®, and Larry Pon, CPA, AEP®, talk about restricted stock units (RSUs). RSUs are a common form of compensation granted by employers to key employees. In this webinar, Kevin and Larry  discussed how RSUs work, vesting schedules, key terminology, and how they compare to other forms of equity compensation. 

Attendees Comments:

A few comments from listeners when they were asked what the learned from the webinar:
If a client is eligible for most every stock program, getting the plan document is a must, as clients may not know exactly how it works and how it's taxed.
- Bruce W.

The session neatly and concisely confirmed my understanding of RSUs and how I've advised my client about them. Thank you.
- Michael D.

Great reminder on tax withholding rules around RSUs.
- Kristen T.

Learning about RSU taxation specifics was very valuable
- Uliana M.