So you have restricted stock as part of your company’s equity compensation program. Do you understand the opportunities and risks associated with restricted stock? What about the tax implications? Does an 83(b) election make sense? What tradeoffs exist? We have you covered in our article discussing restricted stock and 83(b) elections.
Incentive Stock Options (ISOs) come with significant investment, tax, risk management and liquidity planning considerations. If you have ISO grants through work, make sure you are properly planning in advance to understand how to best navigate the complex rules while wisely using ISOs to your advantage to build wealth.
Many employees earn compensation in ways other than traditional salary. One such way is through an employer provided equity compensation plan. One of the most common plans to reward employees for their efforts and directly align them with the success of the company is a Restricted Stock Unit (RSU) Plan.