A Full Life Approach to Equity Compensation

August 9, 2021

Navigating the complexities of stock-based compensation is never easy. As a busy professional, finding the time to stay on top of everything is difficult. One simple choice, like when to exercise options, can have a number of tax, wealth, estate, and business implications.  

Gary Pattengale, BDF’s executive compensation specialist, along with moderator, Justin Peacock, explains the differences in risk and taxation of stock options versus restricted stock, but also some full life considerations such as:

  • What should your target allocation be to your company stock?
  • Is it better to receive stock options, restricted stock, or both?
  • What are the tax misconceptions and common traps to avoid?
  • What happens if you change jobs, pass away, or your company is sold?