Decoding Your Equity Compensation: Stock Options & RSUs with AMA
by Trevor Ausen | at Minnebar20
Do you work at a startup and receive stock as part of your compensation? Or are you at a big tech company and receive RSUs each year? These stock compensation programs can be complicated and have tax consequences that aren't always clear.
I’ve met so many people who have exercised their options or sold some RSUs and then received a huge tax bill they weren’t expecting. Some good planning up front could have reduced that tax bill and prepared you to pay it before you got that April surprise.
In this session, we’ll cover the most common equity types, how they work, and how they’re taxed. From there, we’ll have time for you to ask any questions about equity compensation and personal finance.
Trevor Ausen
Trevor Ausen, CFP®, RICP® is an experienced financial planner with more than 10 years in financial planning. I have experience advising clients with equity compensation, small businesses, rental properties, and retirement withdrawal strategies.
I really enjoy working with professionals with equity compensation. Authentic Life Financial Planning was started to help these professionals define their Authentic Life and align their finances to make that life a reality.
I live in Minneapolis, MN, with my wife, Annie, our newborn son, and cats, Penguin and Oreo. I enjoy sailing, live music, and travel. My favorite destination so far is Sydney, Australia, although Norway and the Bahamas are close runners-up.
Say hello or connect on LinkedIn
Learn more at Authentic Life Financial Planning
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