Your Guide to Equity Compensation
Equity compensation is now common across many industries, offering professionals benefits like RSUs, stock options, and employee stock purchase plans. While these can help build wealth, they come with challenges such as complex taxes, vesting schedules, and reliance on one company’s stock. This guide provides clear steps to help you understand and make informed decisions about your equity compensation.
In this eBook, you'll learn...
- What are Restricted Stock Units (RSUs), including the illusion of the "Dollar Amount," vesting, automatic withholding, concentration, and risk.
- Incentive and Non-Qualified Stock Options (ISOs and NQSOs); what are they, what are their limitations, and what to consider before exercising.
- How to maximize your Employee Stock Purchase Plan (ESPP) to ensure you know how they work, what are qualifying and non-qualifying dispositions, and why that matters.
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About the Author
-2.jpg?width=300&height=300&name=Eric%20Dostal%20(6)-2.jpg "Eric Dostal (6)-2")
Eric Dostal, J.D., CFP®
- BA, State University of New York College at Geneseo, History, minors in Philosophy & Legal Studies, magna cum laude
- JD, St. John’s University School of Law
- Certified Financial Planner™
At Wealthspire Advisors, we understand that the amount, timing, and form of compensation to executives can have long-term effects on motivation and retention. To assist executives in fully realizing all company benefits, our experienced advisors offer expertise in the nuances of compensation benefits and taxation to create a thoughtful financial strategy so executives can focus more fully on their company’s mission.
Our advisors have many years’ experience reviewing compensation plans for business executives and can help you evaluate the financial implications and align your career decisions with your personal and professional goals.
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Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, Certified Financial Planner™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
