Stock options can be a crucial part of your compensation, so it pays to understand them. In this session, we will cover the key financial and tax considerations for all types of options at both private and public companies.
We’ll learn and apply the following concepts:
What are the types of equity compensation (ISOs, NSOs, RSUs, SARs)
When to exercise options at private and public companies
How to calculate exercise costs and taxes
What happens to options during a “liquidity event”
Why you should read your stock option plan and award documents
Bridget Jones is the Founding Sister of Smart Sister Finance and she believes strongly that through financial knowledge and conscious choices, you can reach any life goal. Bridget’s superpower is making complex concepts easy to understand and, in her classes and coaching sessions, she makes finance accessible, achievable and fun. Her tenacity and engaging style have helped clients make life-changing decisions about their money and their purpose.
Bridget was a Certified Public Accountant for 15 years and held executive level roles at Clif Bar & Company, Potbelly Sandwich Works and Whole Foods Market. She now uses her professional and personal experience to coach others on their finances. Boost your money confidence and unlock your life choices by attending a Smart Sister Finance session today.