Understanding Employer Stock Compensation: RSU, ISO, and ESPP -- CGN Advisors

Описание: Have you ever looked at your compensation package and thought, “This looks valuable, but what am I supposed to do with it?” You’re not alone.

Many of the executives we work with want to make smart decisions about their equity, but they don’t always feel confident about the details. That’s why we put together a short video explaining the basics of RSUs, ISOs, and ESPPs.

If you have any questions, the CGN Advisors team is here to help. Reach out today for a free consultation: https://cgnadvisors.com/contact-us/co...

Time Stamps
0:06 — Overview: Company stock in executive compensation
0:17 — The 3 common types of stock compensation
0:25 — What are RSUs (restricted stock units)?
0:39 — RSU vesting and taxation
0:52 — Decision-making after RSUs vest
1:05 — What are ISOs (incentive stock options)?
1:13 — Strike price, flexibility, and tax benefits of ISOs
1:27 — Tax treatment of ISOs with timing
1:42 — What are ESPPs (Employee Stock Purchase Plans)?
1:48 — How ESPPs work with discounts and payroll deductions
2:09 — Taxation of ESPPs and qualifying dispositions
2:20 — Side-by-side hypothetical comparison of RSUs, ISOs, and ESPPs
3:07 — Summary of key takeaways and tax planning implications
3:16 — How CGN Advisors helps clients with stock plans

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