Getting killed on taxes: Equity comp edition with Russell Kroeger
Retirement Tax Services Podcast
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Navigating Equity Compensation
This chapter explores the intricacies of equity compensation, focusing on the need for financial advisors to grasp the tax implications of different equity types such as RSUs and PSUs. It emphasizes the necessity of collaboration between tax professionals and financial planners to provide optimal client service in the tech sector. The discussion additionally addresses the importance of clear communication and accurate documentation to mitigate client misunderstandings and unexpected tax liabilities.
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