Join the Investments & Wealth Institute and PIMCO as they explore executive compensation strategies and the potential implications of proposed tax law changes. Learn more about how the proliferation of equity grants are evidence that employee stock compensation is thriving. At a time when markets are rising, firms are finding renewed interest in rewarding executives with equity compensation to help retain and motivate key employees. With tax changes on the horizon, financial advisors can help provide clients with essential guidance on grants and holdings of company shares.
This session reviews planning considerations and strategies for advisors looking for ways to lessen the impact of proposed tax changes around equity compensation. Register today to attend in order to:
- Gain insight on planning considerations given key tax proposals
- Review strategies appropriate for clients with employee stock options (ESOs), restricted stock and RSUs
- Learn comprehensive planning processes around concentration risk
- Identify practices to help attract and market to C-Suite executives
CFP, CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been applied for and are pending approval.
John Nersesian, CFP®, CIMA®, CPWA®
Head of Advisor Education, U.S. Global Wealth Management