Advisor's Guide to Mastering Stock Options and Equity Compensation

Discover how to help your clients navigate the complex world of equity compensation and stock options with guidance from Greg Dillon, Principal and founding partner at OneTeam Financial and C2P Partner. Host Dave Alison explores critical strategies for leveraging stock options, managing tax implications, and avoiding common pitfalls that can cost clients millions in unnecessary taxes. Learn to distinguish between Restricted Stock Units (RSUs), Incentive Stock Options (ISOs), Non-Qualified Stock Options (NSOs), and Employee Stock Purchase Plans (ESPPs), while developing actionable plans that balance tax efficiency with your clients’ investment goals. Whether your clients are approaching retirement or building wealth through equity compensation, this episode delivers valuable insights to enhance your advisory practice and client outcomes.