The March 2021 Tax & Estate Planning Knowledge Circle will be held on Tuesday, March 16th at 2 pm ET.
Guest speaker Dan Zajac will be presenting, "An Introduction to Equity Compensation and Employee Stock Options."
Considering the various types of equity compensation and stock options structures clients may be awarded, as planners there is a clear benefit to understanding the nuances and varied tax implications associated with each. In March’s Tax and Estate Knowledge Circle, we will cover the basics of RSUs, NSOs, ISOs, ESPPs and also share key advance planning topics to be aware of.
Please note, this Knowledge Circle will run a little different. The registration link will take you to our new Learning Management System at fpalearning.onefpa.org. You will register here and on the day of the webinar you access the call by going to this website and going to your dashboard.