Скачать или смотреть Client Equity Compensation & Stock Options Made Easy with The Bucket Plan®

Looking to attract and provide more value to your high-net-worth clients? Dive into the world of equity compensation with host Dave Alison and guests, Greg Dillon, CFA, CFP ®, CLTC®, NSSA®, Managing Partner and Head of Wealth Management and Retirement Income Planning at OneTeam Financial, and David Roth, CFP®, EA, BPC, Tax & Wealth Advisor at Alison Wealth Management. Together they explore the various forms of equity compensation, including RSUs and stock options, and discuss tax management strategies within The Bucket Plan® framework. Learn common mistakes to avoid, advanced wealth preservation techniques, insider trading considerations, and how to leverage this expertise to better serve your clients and grow your business.

Resources:
Training Referenced: The Bucket Plan® 1.0: https://c2pe.info/3zM7ilD

Training Referenced: The Tax Management Journey®: https://c2pe.info/3Wrzbs8

Software Referenced: eMoney: https://c2pe.info/468exQS

Article: 3 Keys to Optimizing Your Incentive Stock Options (ISOs): https://c2pe.info/468AuiI

At the time of delivery and any subsequent publishing, information was deemed reliable but is subject to change by the time of viewing. The contents of this piece include the opinions and projections of C2P Enterprises, are subject to change, and are for informational purposes only. The information provided in this presentation is not intended to be individual investment, tax, or legal advice.