Equity Compensation! The Tax Problems No One Warned You About

Stock based compensation often feels like a bonus, until the tax bill, concentration risk, and bad timing turn it into a problem. This webinar is built for executives and high earners who are paid in equity and want fewer surprises and more control. We focus on the real issues equity creates: unexpected AMT, underwithholding on RSUs, illiquid private stock, and watching employer stock quietly dominate net worth. You will learn how stock options, grants, RSUs, and ESPPs actually work, paired with the decisions that matter at vesting, exercise, and sale. We then tackle what this planning solves, including managing concentration, using NUA where appropriate, diversifying intelligently, and reducing taxes through better timing, structure, and strategy. This webinar is hosted by attorney Jim Cunningham, joined by the financial advisors at Ascent Wealth Management.