Wealth management Boston

Category: Restricted Stock Awards

Restricted stock is a type of equity compensation typically awarded to founders and executives. Learn more about financial and tax planning considerations for restricted stock, 83(b) elections, tax planning strategies, Section 1202, considerations during a lock-up, and what to do with the proceeds. The blog also discusses liquidity events such as IPOs, mergers, or acquisitions and what happens to stock if you’re laid off or leave the company. Key insights for founders and executives on strategic stock option planning and strategies to best manage sudden wealth from restricted stock awards. Insights from Kristin McKenna CFP®, a nationally recognized expert in employee stock options and equity compensation.