Financial Advisors Navigate Equity Compensation Complexities

Advisor Roundtable: Navigating the Complexities of Equity Compensation

As equity compensation becomes a larger component of employee wealth, financial advisors are helping clients navigate the complexities of stock options, RSUs (restricted stock units), and ESPPs (employee stock purchase plans). Here, three financial advisors discuss how to balance the upside potential of equity awards with tax planning, concentration risk, diversification, and strategic exercise decisions.

By Steve Prediletto, Markham Hawkins, Brian McDonald