Equity Compensation Strategies for Hedging, Diversification, and Tax Minimization

In today's episode Nicholas Olesen, CFP®, CPWA® continues our short podcast series on equity compensation, covering what to do once you have received them or are about to receive them. 

During the episode Nicholas shares:

• The main objectives of equity compensation
• How quickly investors can become concentrated in employer stock
• What is a "cashless exercise"
• Best way to diversify without creating a big tax bill
• How to reduce the tax burden of equity compensation
• What is an 83(b) election and when should you use it
• How to use stock you own to exercise an option and then double up on that option
• When to use Charitable Trusts
• The best hedging strategies for different types of equity compensation
• The benefit of a "zero premium collar" strategy

We also have a few charts that are useful to understand some of these strategies that you can view at www.kathmere.com/blog 

Please send in feedback and any topic or questions you would like us to cover.  Email us here. [email protected]