Options for Options: Beyond the Basics of Equity-Based Compensation | Meredith Johnson

Session: 10:20 AM

Session Description

As financial planning practitioners, attendees may encounter clients with a wide variety of equity based compensation structures. We will discuss planning strategies for the most frequently encountered types of stock compensation. Additionally, we will review multigenerational planning case studies including concentrated positions, charitable giving, and estate tax.

Learning Objectives

Review frequently encountered types of equity-based compensation. Discuss the tax and financial planning considerations for equity-based compensation. Review case studies and best practices for financial planning with concentrated positions. Consider the tradeoffs between optimizing for income tax vs. estate tax planning.

Speaker Bio

Meredith Johnson, CPA, CFP, BPM LLP

Meredith Johnson has more than 15 years of experience in not only accounting, but financial planning and analysis, project management, and business development. She works with clients based on a holistic approach to taxation, in the areas of estate planning and business succession particularly. Meredith excels in coordinating the needs of diverse stakeholders, managing multi-stage projects, and synthesizing complex data.