Restricted Stock Awards: Guide to Your Grant
A restricted stock award (RSA) is a form of equity compensation. RSA grants are commonly issued by private companies, particularly early-stage startups, and may be
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.
83(b) Election for Stock Options and Restricted Stock
For individuals with stock-based compensation, an 83(b) election has the potential to greatly reduce taxes on stock options or restricted stock. When you purchase unvested
Should You Sell Stock Options After The IPO Lockup Period?
What’s your post-IPO stock liquidation strategy? Working for a company as it goes public can be a very exciting and rewarding experience. If you have