Скачать или смотреть Equity Compensation Basics Explained: What Are

What is equity compensation? Learn about restricted stock units (RSU), non-qualified stock options (NQSO), incentive stock options (ISO), employee stock purchase plans (ESPP) and more in this webinar with financial advisor Ian Barr, CFP®, MBA from Pure Financial Advisors. Ian explains time-based vesting, performance-based vesting, tax treatment, the life cycle, and benefits of the various types of compensation benefits, and he answers viewer questions.

• 00:00 - Intro
• 00:34 - What is equity compensation? Most Common Types
• 01:44 - Restricted Stock Units (RSUs)
• 09:14 - What is single vs double vesting RSUs? And what type of events trigger the second half of double vests?
• 10:04 - How is the RSU value determined?
• 10:50 - Are Restricted Stock Awards (RSAs) the same as RSUs? What’s the difference?
• 12:23 - Stock Options
• 19:35 – Incentive Stock Options (ISOs)
• 21:55 – Are taxes due at issue of the shares? What are the tax implications of stock options?
• 24:48 – What records does one need to keep so they’re prepared once they sell their shares?
• 26:06 – Employee Stock Purchase Plans (ESPPs)
• 34:17 – You mentioned strike price and exercise price, are they the same thing?
• 34:54 – Both RSUs and options, if I were to sell some of the shares, which do you recommend I sell first?
• 36:09 – I’ve heard of Stock Appreciation Rights (SARs) are a lot like options. What’re the differences?
• 37:47 – Can you explain how to make sure you have a qualifying disposition of an ESPP stock?
• 40:33 – What happens to my unvested stocks if my company either gets acquired or goes out of business or if I leave my company?
• I heard that equity compensation is mainly offered to employees in the tech industry. Do you expect it to expand to other sectors?
• What considerations should I take into account when incorporating equity compensation into my overall retirement plan?
• 44:55 - Pros of equity compensation for employees
• 45:17 - Cons of equity compensation for employees

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• Investment Advisory and Financial Planning Services are offered through Pure Financial Advisors, LLC, a Registered Investment Advisor.
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CFP® - The CERTIFIED FINANCIAL PLANNER® certification is by the CFP Board of Standards, Inc. To attain the right to use the CFP® mark, an individual must satisfactorily fulfill education, experience and ethics requirements as well as pass a comprehensive exam. 30 hours of continuing education is required every 2 years to maintain the certification.
MBA - The Master of Business Administration (MBA) is a postgraduate degree that is awarded to students who have mastered the study of business. Most MBA programs include a “core” curriculum of subjects, such as accounting, economics, marketing, and operations, as well as elective courses that allow participants to follow their own personal or professional interests.