Beware. When you receive a grant of restricted stock units (RSUs), do not make the mistake of thinking the tax and financial planning is simple. You recognize income and owe taxes on the shares’ value when the stock is delivered at vesting—whether you’re ready or not! Then, when you sell the shares, how long you kept them separately affects your capital gain or loss for taxes.
In a recent webinar that I moderated, three elite financial advisors who have extensive experience in planning with RSUs, stock options, and ESPPs discussed the various strategies and topics that they review with their clients. This article presents six of their…
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