CASE STUDY: Unwinding Concentrated Stock Compensation Risk with Josh Manifold & Matthew McDaniel скачать в хорошем качестве

CASE STUDY: Unwinding Concentrated Stock Compensation Risk with Josh Manifold & Matthew McDaniel

In our team communication channels, we have one that consists of case studies from real clients that we think highlight what great planning is supposed to look like. We’re excited to share a few of these externally to help clients better understand key decisions in the planning process (and explain them to others). We begin our case study series with a look at the issue of employer stock concentration. *Problem: 15% of a client’s net worth was dependent on their accumulated employer stock. *Information: How many shares do we need to sell in order to achieve a determined target allocation of 7%? *Considerations: How do we make a plan to sell the necessary amount of holdings without triggering the next tax bracket? *Planning Outcome: Reach out to our team for the pdf version of this case study.