Blog tagged as Restricted Stock

Equity Compensation: Restricted Stock

By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA

Restricted stock is a form of equity compensation that involves shares granted to employees with certain vesting conditions and tax implications, requiring careful financial, investment, tax, and estate planning to maximize benefits and manage risks.
07/02/2024 10:36 AM - Comment(s)

A Brief Overview of the Types of Equity Compensation

By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA

Equity compensation provides employees with ownership opportunities and financial incentives, along with unique risks and tax implications. It's crucial to use careful financial planning to maximize the benefits and manage risks.
06/19/2024 12:55 PM - Comment(s)