Stock-based compensation in the form of Restricted Stock Units (RSUs) can be a very valuable form of supplemental income. However, this unique form of compensation comes with its own unique planning opportunities and challenges. How are you planning to handle the vesting of your Restricted Stock Units?
Join us as we explore the topic of RSUs and the impact this form of compensation may have on your short-, intermediate-, and long-term planning goals. In this presentation we cover the following:
- An introduction to stock-based compensation
- The ins-and-outs of income and taxation
- The planning and investment process
- Trust and estate considerations
Lastly, thanks to the DuPage Estate Planning Council for the invitation to present, it was wonderful to have the opportunity to speak on this exciting topic!