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Restricted Stock Units Explained
 
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Are RSU's part of your compensation package? Not sure how they work or what to do with them? Learn the basics here.
Restricted Stock & RSUs: Key Aspects to Know
 
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This engaging video covers restricted stock, restricted stock units (RSUs), and performance share fundamentals to help you make the most of these grants. Learn from the editor-in-chief of myStockOptions.com (http://www.myStockOptions.com) the core aspects of these grants. Part 1 in the series covers key concepts and questions, including what is restricted stock, vesting, and the grant's value. For information on licensing and/or customizing this video, contact [email protected]
Views: 19471 myStockOptions
Employee Stock Options Explained
 
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Follow Hamid, or ask questions from him on Twitter here: https://twitter.com/hamids Hamid Shojaee of Axosoft explains how employee stock options work. Learn more about Axosoft: http://www.axosoft.com
Views: 51220 Axosoft
When to Cash Out on RSUs
 
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Stock Options and RSUs are part of some compensation plans as an incentive to help the company succeed. As these asset vehicles vests, the amount of stock you hold in your company grows. There are real money assets and should be treated as part of your total portfolio. Most would agree that you should have less than 10% of your total invest-able portfolio in one single company. If you let the assets vest over time, this may grow over sized and is generally a good idea to reduce the exposure and invest in other areas with the cash generated. Audible Free Audiobook Trial: http://www.audibletrial.com/BeatTheBush GameFly: http://www.gameflyoffer.com/beatthebush Patreon: http://www.patreon.com/BeatTheBush My Equipment: Peas in a Pod: http://amzn.to/1o0O9SX Canon 5D3: http://amzn.to/2e8cwuV Canon 24-70mm Lens: http://amzn.to/2du7A5D Audio-Technica DSLR Mic: http://amzn.to/2eBuPXp Semi-Portable: Canon G7x Mark II Creator Kit: http://amzn.to/2nKdkNU Portable: GoPro Hero Camera: http://amzn.to/2er4H3S GoPro Stabilizer from Feiyu Tech: http://amzn.to/2gaW3ci ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ My Channels: https://www.youtube.com/BeatTheBush https://www.youtube.com/BeatTheBushDIY
Views: 10351 BeatTheBush
Restricted Stock Units | Definition (Advantages & Disadvantages)
 
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In this video, we will study definition of Restricted Stock Units(RSU) along with its advantages and disadvantages. 𝐖𝐡𝐚𝐭 𝐢𝐬 𝐑𝐞𝐬𝐭𝐫𝐢𝐜𝐭𝐞𝐝 𝐒𝐭𝐨𝐜𝐤 𝐔𝐧𝐢𝐭𝐬(𝐑𝐒𝐔)? ---------------------------------------------------------------- Restricted stock units or RSU are one of the most popular methods of compensation for equity used by workers for compensation based on stocks. 𝐓𝐚𝐱𝐚𝐭𝐢𝐨𝐧 𝐨𝐟 𝐑𝐞𝐬𝐭𝐫𝐢𝐜𝐭𝐞𝐝 𝐒𝐭𝐨𝐜𝐤 𝐔𝐧𝐢𝐭𝐬(𝐑𝐒𝐔) --------------------------------------------------------------------- If the shares or limited availability units are delivered to the workers on the date of transfer, they will be taxed. 𝐕𝐚𝐫𝐢𝐨𝐮𝐬 𝐌𝐞𝐭𝐡𝐨𝐝𝐬 𝐭𝐨 𝐏𝐚𝐲 𝐓𝐚𝐱 --------------------------------------------------- #1 - WITHHOLD-TO-COVER #2 - CASH #3 - SELL-TO-COVER 𝐀𝐝𝐯𝐚𝐧𝐭𝐚𝐠𝐞𝐬 𝐨𝐟 𝐑𝐞𝐬𝐭𝐫𝐢𝐜𝐭𝐞𝐝 𝐒𝐭𝐨𝐜𝐤 𝐔𝐧𝐢𝐭𝐬(𝐑𝐒𝐔) --------------------------------------------------------------------------- #1 - Possible Reduced Taxes #2 - Deferral of Share Issuance #3 - Economy #4 - Tax Deferrals #5 - Friendly Foreign Tax 𝐃𝐢𝐬𝐚𝐝𝐯𝐚𝐧𝐭𝐚𝐠𝐞𝐬 𝐨𝐟 𝐑𝐞𝐬𝐭𝐫𝐢𝐜𝐭𝐞𝐝 𝐒𝐭𝐨𝐜𝐤 𝐔𝐧𝐢𝐭𝐬(𝐑𝐒𝐔) ------------------------------------------------------------------------------- #1 - No right to vote #2 - Dividends not available #3 - No Section 83(b) Election 𝐑𝐞𝐬𝐭𝐫𝐢𝐜𝐭𝐞𝐝 𝐒𝐭𝐨𝐜𝐤 𝐔𝐧𝐢𝐭𝐬(𝐑𝐒𝐔) 𝐯𝐬 𝐒𝐭𝐨𝐜𝐤 𝐎𝐩𝐭𝐢𝐨𝐧𝐬 𝐊𝐞𝐲 𝐃𝐢𝐟𝐟𝐞𝐫𝐞𝐧𝐜𝐞𝐬 -------------------------------------------------------------------------------------------------------- #1 - Date of Grant #2 - Price of Exercise #3 - Vesting #4 - The Right of Shareholders #5 - 409A Treatment #6 - Settlement #7 - Type of payment after settlement If you want to know more about 𝐑𝐞𝐬𝐭𝐫𝐢𝐜𝐭𝐞𝐝 𝐒𝐭𝐨𝐜𝐤 𝐔𝐧𝐢𝐭𝐬(𝐑𝐒𝐔) , you can visit the 𝐥𝐢𝐧𝐤 𝐩𝐫𝐨𝐯𝐢𝐝𝐞𝐝 𝐡𝐞𝐫𝐞:-https://www.wallstreetmojo.com/restricted-stock-units-rsu/ Subscribe to our channel to get new updated videos. Click the button above to subscribe or click on the link below to subscribe - https://www.youtube.com/channel/UChlNXSK2tC9SJ2Fhhb2kOUw?sub_confirmation=1
Views: 281 WallStreetMojo
What is RESTRICTED STOCK? What does RESTRICTED STOCK mean? RESTRICTED STOCK meaning & explanation
 
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What is RESTRICTED STOCK? What does RESTRICTED STOCK mean? RESTRICTED STOCK meaning - RESTRICTED STOCK definition - RESTRICTED STOCK explanation. Source: Wikipedia.org article, adapted under https://creativecommons.org/licenses/by-sa/3.0/ license. Restricted stock, also known as letter stock or restricted securities, refers to stock of a company that is not fully transferable (from the stock-issuing company to the person receiving the stock award) until certain conditions (restrictions) have been met. Upon satisfaction of those conditions, the stock is no longer restricted, and becomes transferable to the person holding the award. Restricted stock is often used as a form of employee compensation, in which case it typically becomes transferrable ("vests") upon the satisfaction of certain conditions, such as continued employment for a period of time or the achievement of particular product-development milestones, earnings per share goals or other financial targets. Restricted stock is a popular alternative to stock options, particularly for executives, due to favorable accounting rules and income tax treatment. Restricted stock units (RSUs) have more recently become popular among venture companies as a hybrid of stock options and restricted stock. RSUs involve a promise by the employer to grant restricted stock at a specified point in the future, with the general intention of delaying the recognition of income to the employee while maintaining the advantageous accounting treatment of restricted stock. Typical vesting conditions for restricted stock awards in venture capital–backed startups may include the following: A period of time before vesting, intended to prevent employees from "walking away" from the venture. There is generally a one-year "cliff" representing the formative stage of the company when the founders' work is most needed, followed by a more gradual vesting over a four-year schedule representing a more incremental growth stage. Founders are sometimes permitted to recognize a portion of the time spent at the company before investment in their vesting schedule, generally from six months to two years. "Double trigger" acceleration provision, stating that the restricted stock vests if the company is acquired by a third party and the employment of the grantee is terminated within a certain time frame. This protects employees from losing the unvested portion of their equity share award in case the employees are forced out by new management after a change in control. Another alternative is "single trigger" acceleration under which the change of control itself accelerates the vesting of the stock, but this structure is more risky for investors because following an acquisition of the company, key employees will not have any equity award that provides a financial incentive to remain with the company. "Market standoff provision", stating that holders of restricted stock may not sell for a certain period of time (usually 180 days) after an initial public offering. This is intended to stabilize the stock price of the company after the IPO by preventing a large sale of stock on the market by the founders. Executive compensation practices came under increased congressional scrutiny in the United States when abuses at corporations such as Enron became public. The American Jobs Creation Act of 2004, P.L. 108-357, added Sec. 409A, which accelerates income to employees who participate in certain nonqualified deferred compensation plans (including stock option plans). Later in 2004, FASB issued Statement no. 123(R), Share-Based Payment, which requires expense treatment for stock options for annual periods beginning in 2005. (Statement no. 123(R) is now incorporated in FASB Accounting Standards Codification Topic 718, Compensation—Stock Compensation.) Prior to 2006, stock options were a popular form of employee compensation because it was possible to record the cost of compensation as zero so long as the exercise price was equal to the fair market value of the stock at the time of granting. Under the same accounting standards, awards of restricted stock would result in recognizing compensation cost equal to the fair market value of the restricted stock.
Views: 2791 The Audiopedia
Restricted Stock Units Explained
 
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Have you ever needed restricted stock or restricted stock units explained? Hi! I’m Dominique Henderson and I’m your Certified Financial Planner™ on YouTube. I’m on a mission to help you find true happiness in life around what you save, spend and invest. Make sure you 🔴 SUBSCRIBE for more personal finance and development tips! 🙌🏼 ⚡JUMPSTART YOUR FINANCIAL PLAN-- With these 3 bullet-proof strategies —FREE DOWNLOAD at: http://bit.ly/3-bullet-proof-strategies 💬 LET’S CHAT -- I'd love to meet you! Send me an email at: [email protected] 📲CONNECT WITH ME ON THE WEB - https://djh-capital.com/ https://www.facebook.com/djhcapital/ https://www.instagram.com/dominiquehendersonsr/ https://twitter.com/DomHendersonSr https://www.linkedin.com/in/dhendersonsr/ #personalfinance #moneymindset #financialliteracy © 2019 DJH Capital Management, LLC. Hosted By: Dominique J. Henderson, Sr., CFP®
Stock Options vs RSU | Are they Both Same? | Know the Top Differences!
 
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In this video on Stock Options vs RSU, we are going to look at definition and top differences between Stock Options vs RSU. 𝐖𝐡𝐚𝐭 𝐢𝐬 𝐒𝐭𝐨𝐜𝐤 𝐎𝐩𝐭𝐢𝐨𝐧𝐬? --------------------------------------- As part of salaries, the stock options is offered to high - performing workers. 𝐖𝐡𝐚𝐭 𝐢𝐬 𝐑𝐒𝐔(𝐑𝐞𝐬𝐭𝐫𝐢𝐜𝐭𝐞𝐝 𝐒𝐭𝐨𝐜𝐤 𝐔𝐧𝐢𝐭𝐬)? ---------------------------------------------------------------- The restricted stock unit is given to maintain the organization's exceptional employees. 𝐒𝐭𝐨𝐜𝐤 𝐎𝐩𝐭𝐢𝐨𝐧𝐬 𝐯𝐬 𝐑𝐒𝐔 𝐊𝐞𝐲 𝐃𝐢𝐟𝐟𝐞𝐫𝐞𝐧𝐜𝐞𝐬 ------------------------------------------------------------------- #1 - In stock options, payment during settlement is always stock. Whereas, cash or stock may be the payment during settlement in case of RSU. #2 - In case of stock options dividend is paid.Whereas , dividend is not paid in case of RSU. If you want to know top differences between 𝐒𝐭𝐨𝐜𝐤 𝐎𝐩𝐭𝐢𝐨𝐧𝐬 𝐯𝐬 𝐑𝐒𝐔, you can visit the 𝐥𝐢𝐧𝐤 𝐩𝐫𝐨𝐯𝐢𝐝𝐞𝐝 𝐡𝐞𝐫𝐞:- https://www.wallstreetmojo.com/stock-options-vs-rsu/ Subscribe to our channel to get new updated videos.Click the button above to subscribe or click on link below to subscribe - https://www.youtube.com/channel/UChlNXSK2tC9SJ2Fhhb2kOUw?sub_confirmation=1
Views: 289 WallStreetMojo
What are stock options?
 
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An important part of evaluating a startup job offer is understanding your stock options. This week on the Commit, our CEO Brandon Kessler has some great tips that'll get you past the jargon and the hype. Things we'll discuss: stock options, grants, vesting periods, strike price, exercising your options, liquidity events, IPOs, and acquisitions.
Views: 22027 Devpost
Options Trading 101:  Why Options Are Better Than Stocks
 
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http://WINvesting.com - Why trade options? Because options generally cost MUCH less than the share price, letting you profit from movements in the stock market while greatly reducing your risk. Find out more at www.WINvesting.com.
Views: 76333 WINvesting.com
I’m Ready To Exercise My Company Stock Options. What’s Next?
 
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So you've been rewarded for a job well done with some company stock options. Congratulations! In my previous episode of No Dumb Questions, I explained ways you might want to fit this new investment into plans for your financial future. Today I'm going to explain some things to consider once you've exercised that option. Share your experience with company stocks in the comments below! Don't forget to watch my previous video What Are Stock Options? For more context: https://youtu.be/MSDFmWNmxBs Watch What's a Smart Strategy When Investing? https://www.youtube.com/watch?v=jJLWsWSqR_8 ------------------------ Visit PWL Capital: http://www.pwlcapital.com/ottawa Follow PWL Capital on: - Twitter: https://twitter.com/PWLCapital - Facebook: https://www.facebook.com/PWLCapital - LinkedIN: https://www.linkedin.com/company/105673 Follow Nancy Graham on - Twitter: https://twitter.com/NancyGrahamPWL - LinkedIN: https://www.linkedin.com/in/nancy-graham-cpa-ca-cfp-cim-4579aa8
Should I Take Stock Options or RSUs?
 
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Some companies, like JNJ, offer some of their employees a choice of RSUs or stock options. This is a quick rundown of the various pros and cons.
What happens to stock options after a company is acquired?
 
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What can happen to your vested or unvested stock options after your employer merges with, or is acquired by, another public company? If your employer is bought out by another firm, you may have a lot of questions about your existing equity positions. Find out how M&A activity can impact employees with stock options. Kristin McFarland is a CERTIFIED FINANCIAL PLANNER™ professional and wealth advisor at Darrow Wealth Management, a second generation fee-only wealth management firm. While based in the greater Boston area, we are able to work with executives and professionals across the United States and even overseas. Learn more: https://darrowwealthmanagement.com/ The material contained in this video is for general information only and should not be construed as the rendering of personalized investment, legal, accounting or tax advice.
Views: 3208 Darrow Wealth
Comparison of Equity Based Compensation Options
 
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Nexsen Pruet tax and employee benefits attorney Sue Odom discusses ways for business to enhance employee benefits through equity based compensation. The three main options for this model of compensation are stock options, phantom stock, and restricted stock, with each offering its own advantages.
Views: 856 Nexsen Pruet
Restricted Stock Units (RSUs)
 
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http://www.nelsonroberts.com/ Subscribe for more: http://bit.ly/2wWJaqc If you’re compensated in company stock, the alphabet soup of ISOs, NQSOs, RSUs, ESPP can be confusing to say the least. Today, I’m going to cover Restricted Stock Units or RSUs which have become a common way for established companies to compensate their employees, however, many people don’t understand the tax implications and risks associated. RSUs, also called Stock Awards, tie a component of employee compensation to the success of the stock. They are subject to a vesting schedule which provides an incentive for an employee to stay with the company as unvested shares are forfeited at the termination of employment. For example, Lindsey is granted 400 RSUs with an annual vesting schedule of 25% of the grant. At the end of the first year, she receives 100 shares, or one quarter of the shares granted. An additional 100 shares vest each year thereafter. If she were to leave the company any unvested shares would be forfeited. At the time of vesting, the RSU shares become common shares and are transferred to Lindsey. The market value of those RSU shares is taxed to her just like ordinary income. The company will often withhold a portion of the vested RSUs to pay the tax liability based on her withholding rates. If she holds the shares, her tax basis will be the prevailing market value per share at the date of vesting. Once sold, the proceeds will be subject to capital gains holding period and tax rates. Many people don’t understand that the decision to hold on to RSUs after vesting is the equivalent of a decision to purchase stock in the company at the current price. For Lindsey, the exposure to her company in the form of both employment and future RSU vesting may be sufficient for her financial objectives and diversification may be prudent. I encourage you to consult a financial advisor about your individual situation. Nameless Warning - You're Worth It: http://youtu.be/dtHli5Y2E14
Views: 18014 Nelson Roberts
Basics of Restricted Stock Units (RSUs)
 
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Basics of Restricted Stock Units (RSUs) *New Calculator to Estimate Taxes Due on Vesting RSUs* http://www.levelupfinancialplanning.com/restricted-stock-units-rsus-tax-calculator/ Many of the clients I’ve helped came from the tech industry and it really amazed me about how many of them had built up wealth and investments without really understanding how they work. Yes, living within their means played a huge part in their financial success, but so had investing in retirement accounts and receiving employer stock awards. Retirements and investments receive much of the attention from other financial planners, so in this post, I want to focus on employer stock rewards, more specifically Restricted Stock Units. Most employers that offer stock in form of compensation have switched from Stock Options to Restricted Stock Units or RSU’s. Here are the highlights of how RSU’s work: Read More @ www.levelupfinancialplanning.com/restricted-stock-unit-rsus-strategy-guide/
Views: 469 Lucas Casarez
Example BE 16-8 (Lutz Co): Restricted Stock | Stock Options | Intermediate Accounting | CPA Exam FAR
 
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restricted stocks, unearned compensation, employee stock purchase plan, grant date, exercise date, exercise price, warrants, stock warrants, proportional method, incremental, stock options, stock warrant, paid-in capital, detachable, nondetachable warrant. stock rights, preemptive right, preemptive privilege, stock option, compensation expense
Pros and Cons of Restricted Stock Units (RSUs)
 
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Pros and Cons of Restricted Stock Units (RSUs) *New Calculator to Estimate Taxes Due on Vesting RSUs* http://www.levelupfinancialplanning.com/restricted-stock-units-rsus-tax-calculator/ Stock compensation can be very valuable to employees and the employer because having an owners’ interest in the company you work for can increase productivity and job satisfaction. Stock compensation is also a built-in investment plan for employees, which allows them to realize the potential of having assets that work for you. One threat that most employees often ignore is the real possibility that the stock may go down. A company’s stock can go down for many reasons, but here are just a few: a general market decline loss of competitive advantage product recalls products fading from relevancy. Read More @ www.levelupfinancialplanning.com/restricted-stock-unit-rsus-strategy-guide/
Views: 783 Lucas Casarez
TechGirl Financial : What to do With Restricted Stock Options
 
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Welcome to the TechGirl Financial SMART Learning Library, today discussing employee stock options & how managing these stocks in the marketplace can help you achieve financial independence. There is an endless supply of financial information, but deciphering what’s interesting from what’s important is key for your investments and financial life. Visit Us: http://www.techgirlfinancial.com/ 111 N. Market St. STE 300 San Jose, CA 95113 Phone: (800) 584-3652 Fax: (408) 465-0408 [email protected]
Views: 99 TechGirl Financial
Stocks & Mutual Fund Investments : What Advantages Does Restricted Stock Have Over Stock Options?
 
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The advantages of restricted stock over stock options mainly have to do with the upfront cost of purchasing a stock option. Be aware of the restrictions associated with selling off restricted stock with advice from an investment manager in this free video on stock options. Expert: Gregory Bramwell-Smith Bio: Gregory Bramwell-Smith is the relationship and portfolio manager at Bramwell-Smith Associates. Filmmaker: David Pakman
Views: 332 ehowfinance
Founder Restricted Stock Purchase Agreements - Stock Option Counsel, P.C.
 
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Stock Option Counsel, P.C. - Legal Services for Individuals.  Attorney Mary Russell counsels individuals on equity grants, executive compensation design, employment agreements and acquisition terms. She also counsels founders on their personal interests  at incorporation, financings and exit events. Please see this FAQ about her services at www.stockoptioncounsel.com/faq or contact her at (650) 326-3412 or by email at [email protected] Thanks for watching! Subscribe to learn more about startup equity offers!
Views: 184 Mary Russell
Issuing Equity to Employees: Stock Options and Restricted Stock for Founders and Employees
 
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Before issuing equity to employees, you need to be aware of the potential consequences. Sure equity is a tool to hire top talent, but how much equity you give — and to whom — is not a decision to be entered into lightly. For information about issuing equity — and help slicing up the equity pie — check out this presentation from Annie Webber from Legal Hero (www.legalhero.com) and David Ehrenberg from Early Growth Financial Services (www.earlygrowthfinancialservices.com).
Views: 922 EarlyGrowth
Restricted Stock & RSU Core Concepts: Part 1
 
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If there's a way to make learning about stock compensation engaging, myStockOptions.com (http://www.myStockOptions.com) will do it. Watch and hear this fast-paced, animated presentation on restricted stock, restricted stock units (RSUs), and performance share fundamentals to help you make the most of these grants. Part 1 in the series covers core concepts and questions, including what is restricted stock, key aspects of vesting, and what the grant's worth to you. For information on licensing and/or customizing this video, contact [email protected]
Views: 5985 myStockOptions
Vesting (Options)
 
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What does it mean to vest options? What is a vesting schedule, and what are the various concepts that control vesting and vesting speed? Why does vesting exist and what incentives does it provide?
Views: 22963 Quatere
Restricted Stock & RSUs: Taxes and Key Decisions
 
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Learn from the editor-in-chief of myStockOptions.com (http://www.mystockoptions.com) the different taxes that apply at vesting, withholding rules, taxes at sale, and mistakes to avoid. Understanding the taxes is critical to maximizing the value of your restricted stock, restricted stock units (RSUs), and performance shares and avoiding IRS ire. Plus, the video covers the key decisions you need to make about restricted stock, including withholding methods and whether to hold or sell the stock at vesting. For information on licensing and/or customizing this video, contact [email protected] The Tax Cuts & Jobs Act, effective at the beginning of 2018, modifies the tax rates for federal withholding discussed in this video. They are now 22% for supplemental wage income, such as that from restricted stock & RSU vesting, and 37% for amounts over $1 million per year. An update version of this video without specific mention of rates appears at https://youtu.be/an_2-t5gBRU.
Views: 17352 myStockOptions
A Video on How Not to Screw Up Your RSU's
 
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You're feeling pretty confident these days. First, you're doing awesome work at a great company, and second, your restricted stock units (RSUs) have vested. Now for the big question: When do you cash your shares out? If you're like most RSU recipients, you plan to hold on to your shares for a year before selling. That way, you'll avoid the very high tax rate on short-term capital gains, and pay the lower, long-term capital gains rate, right? Actually that's not how RSUs work. Amazingly, their tax treatment is something that few people in the tech industry understand. Your taxes are calculated and withheld by your company as soon as your units vest. And that tax cut is painful, by the way: Depending on where you live, the IRS and your state of residence could end up taking nearly 50% of your stocks value. So to be clear, there is no reason to wait a year before dipping into your vested stock. In fact, if you wait a year to sell your stock, and the stock price falls during that time, you'll feel foolish because you'll have paid taxes on the higher, original amount. The bottom line: You might as well go ahead and do whatever you're going to do with your vested stock. And for a lot of you, there are two choices: 1. Sell shares immediately; start living a little larger. 2. Keep shares and let them appreciate so you can one day live much, much larger. But allow me to suggest something crazy: Use your stock proceeds to create an actual, grown-up investment portfolio—one that contains a blend of different investments rather than just the stock of your company. Building diversified investment portfolios is standard practice among people who have money they don't want to lose. I could explain the academic theory about why diversification is the best way to balance risk and reward, but in the end, the logic is pretty simple: Don't keep all your eggs in one basket. And when you own nothing but company stock that is exactly what you're doing. I know what you're thinking—that this is loser talk. Your company's stock is only going to go up, and never down, right? And every share you keep is going to make you that much richer. There's one problem though: Even tech companies have long periods of flat or falling stock prices. And yes, they go bust, a la Pets.com, Webvan and Covad. I know, I know, your company is different. But when you limit your investments to the stock of any one company, that's really risky behavior. If your company runs into trouble, not only will your stock crater, but you might be out of a job as well. When your wealth is all in the form of your company's stock, you're not just putting all your eggs in one basket, you're living in that basket too. So consider this: You already have a good amount of wealth through your RSUs, and you're probably going to receive a lot more units over the years. You are already successful, and you will continue to be more and more successful. Now it's time to start protecting your wealth by creating a real, well-rounded investment portfolio. By all means buy yourself some nice things. And keep a bunch of your company stock so you can live the good life one day. But in the meantime, sit down with a financial advisor and talk about taking part of your stock and building a real investment portfolio. If you'd like to talk about RSUs, taxes or investing, don't hesitate to get in touch. Bijan Golkar is a Certified Financial Planner™ and licensed tax preparer with FPC Investment Advisory Inc. in the San Francisco Bay Area.
Restricted Stock Purchase Agreement
 
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What is an RSPA? What does it mean to reverse vest founders shares? Why would I choose to do this? Does it provide protection for me, my co-founders, investors, or my company? What incentives does it introduce? Should I include this at company formation?
Views: 4977 Quatere
Compensation: RSUs (Restricted Stock Units)
 
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Congrats on that new job offer! Here's what you may want to consider if you're set to receive company equity. Kevin Mahoney is the founder & CEO of Illumint, which offers fee-only financial guidance for millennial parents. For more info, check out illumintadvisors.com. You also can connect with Kevin on: FACEBOOK https://www.facebook.com/illumintadvisors TWITTER https://twitter.com/illumintCEO INSTAGRAM http://instagram.com/illumint YOUTUBE http://www.youtube.com/illumint Video Transcript: Good morning! I’m Kevin Mahoney, the founder of Illumint, and I’m outside Amazon’s Washington, D.C. office to talk about what factors you might need to consider if your employer offers you equity in the company as part of your compensation package. Equity generally comes in two forms: Restricted stock units (or “RSUs”), which I’ll discuss today; and Stock options, which I’ll cover later this week. For now, let’s stick with RSUs. Restricted stock units aren’t actually stock. They’re just a promise from your company. Typically, the timing with which that “promise” turns into shares of stock that YOU own depends on the company’s “vesting schedule.” RSUs often “vest” incrementally, which is a sneaky way that companies incentivize you to remain in your current job -- if you leave the company before the vesting schedule ends, you miss out on the shares that haven’t vested yet. As RSUs vest, they also turn from a promise into tangible compensation, which means taxes. For RSUs, you’ll pay taxes on the current market value of the shares, based on your ordinary income tax bracket. Your company usually will withhold the tax on your behalf -- so you don’t need to find excess cash to send to the IRS. There’s a second type of tax potentially at play here, which is capital gains tax. If you hold on to your vested shares for a period of time and the stock price increases, then you will owe capital gains tax on the earnings, whenever you decide to sell the shares. If you sell the shares immediately after vesting, though, you likely won’t owe much (if anything) in capital gains tax. Your decision to hold or sell your shares may depend on numerous variables, but keep one important thing in mind: this is an investment in your own company, which also pays your salary. If the company begins to struggle, you’re at risk for both investment losses and unemployment -- ouch. For this reason, you may be better off diversifying your investment Check back soon to learn how, compared to RSUs, stock options present a slightly different set of income and tax considerations.
Views: 160 Kevin Mahoney, CFP
Restricted Stock (Accounting For Issuing & Forfeiture, Unearned Compensation & Expense, FMV)
 
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Accounting for restricted stock issued and forfeiture where the vesting requirements are not met, Restricted stock plans transfer shares of stock to employees with the agreement the shares cannot be sold, transferred or pledged until vesting occurs, the shares are subject to forfeiture if the conditions of vesting are not met, issuing restricted stock as common stock is based on the fair value of the stock at the time of issuing, the fair value of the stock is expensed as compensation expense over the service (vesting) period, the associated account is unearned compensation (deferred compensation expense) is a contra equity account, if the vesting requirements are not met the compensation expense to date has to be reversed & unearned compensation is reduced to zero, this is the case where Corp-A Restricted-Stock Plan, example On (1/1/X1) Corp-A issues 5,000 shares (C/S) as Restricted Stock to its Chief Excecutive Officer (CFO): 1-Stock's fair value $60/share, $5 par on issue date (1/1/X1), 2-Related service period 4-years for restricted stock, 3-Vesting occurs if CFO stays with the company 4-years, 4-On (3/1/X3) the CFO leaves the company, forefeits stock, Corp-A Restricted-Stock Plan, vesting never occurred because the CFO left the company before the service requirement was met (4-yr vesting required), detailed accounting by Allen Mursau
Views: 8061 Allen Mursau
Silicon Valley Tech Company Vested Restricted Stocks (RSUs) - What to do with your RSUs
 
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We love working with Silicon Valley Tech Companies. This video discusses what to do with Vested Restricted Stock (RSUs) when your company is bought out. Vested Restricted Stock is often misunderstood. Watch this TechGirl Financial video for a cut to the chase, easy to understand explanation by Kim Gaxiola - Founder and Principal at TechGirl Financial. Feel free to give us a call at 1-800-584-3652 for more help with your Vested Restricted Stocks (RSUs) OR Schedule a 15 minute chat with us: https://www.timetrade.com/book/G6B4K We look forward to helping you realize financial happiness! TechGirl Financial: 2945 Townsgate Road, Suite 200 Westlake Village, CA 91361 Phone: (800) 584-3652 Fax: (408) 465-0408 [email protected] http://techgirlfinancial.com/
Views: 1098 TechGirl Financial
How Restricted Stock (RSUs) is Taxed
 
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This video explains how shares of restricted stock (RSUs) are taxed. PERCENSION WEALTH ADVISORS, LLC IS A REGISTERED INVESTMENT ADVISOR FIRM (RIA). ANY MATERIAL PRESENTED IS FOR INFORMATIONAL PURPOSES ONLY AND DOES NOT INTEND TO MAKE AN OFFER FOR THE PURCHASE OR SALE OF ANY SPECIFIC SECURITIES INVESTMENT, PRODUCT, SERVICE OR STRATEGY. IT DOES NOT REPRESENT FINANCIAL ADVICE. INVESTMENTS INVOLVE RISK AND UNLESS OTHERWISE STATED, ARE NOT GUARANTEED. CONSULT A QUALIFIED FINANCIAL ADVISER, TAX PROFESSIONAL, INSURANCE AGENT, LOAN OFFICER OR LICENSED ATTORNEY BEFORE IMPLEMENTING ANYTHING DISCUSSED HEREIN. ANY REFERENCES TO PERCENSION WEALTH ADVISORS, LLC AND ITS MEMBERS THROUGH SOCIAL MEDIA ARE NOT TESTIMONIALS AND SHOULD NOT BE REPRESENTED AS SUCH. PERCENSION® is a registered trademark of Percension Wealth Advisors, LLC.
Examples E16-11 & E16-14: Stock Options & Restricted Stock | Intermediate Accounting | CPA Exam FAR
 
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Stock options, convertible securities, convertible preferred stock, conversion feature, book value method, fair value, induced conversion, convertible debt warrants, stock warrants, proportional method, incrementable, stock options, stock warrant, paid-in capital, detachable, nondetachable warrant. stock rights, preemptive right, preemptive privilege, stock option, compensation expense, restricted stocks, unearned compensation, employee stock purchase plan, grant date, exercise date, exercise price
Stock Options & Taxes 1B -- RSUs
 
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One of a series of 4 videos on different types of employee stock options and the tax facts. This clip is about Restricted Stock Units (RSUs).
Views: 3142 Philip Fiegler
How Restricted Stock (RSUs) Work
 
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This video highlights restricted stock units (RSUs), describing what they are, how vesting works and the benefits of owning them. PERCENSION WEALTH ADVISORS, LLC IS A REGISTERED INVESTMENT ADVISOR FIRM (RIA). ANY MATERIAL PRESENTED IS FOR INFORMATIONAL PURPOSES ONLY AND DOES NOT INTEND TO MAKE AN OFFER FOR THE PURCHASE OR SALE OF ANY SPECIFIC SECURITIES INVESTMENT, PRODUCT, SERVICE OR STRATEGY. IT DOES NOT REPRESENT FINANCIAL ADVICE. INVESTMENTS INVOLVE RISK AND UNLESS OTHERWISE STATED, ARE NOT GUARANTEED. CONSULT A QUALIFIED FINANCIAL ADVISER, TAX PROFESSIONAL, INSURANCE AGENT, LOAN OFFICER OR LICENSED ATTORNEY BEFORE IMPLEMENTING ANYTHING DISCUSSED HEREIN. ANY REFERENCES TO PERCENSION WEALTH ADVISORS, LLC AND ITS MEMBERS THROUGH SOCIAL MEDIA ARE NOT TESTIMONIALS AND SHOULD NOT BE REPRESENTED AS SUCH. PERCENSION® is a registered trademark of Percension Wealth Advisors, LLC.
Restricted Stock Vesting
 
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Discussion of vesting with restricted stock that founders (and sometimes employees) of startups receive. Not entirely pertinent to vesting options. http://www.calstartuplawfirm.com/business-lawyer-blog/restricted-stock.php and http://www.calstartuplawfirm.com/business-lawyer-blog/standard-restricted-stock-terms.php
Views: 42 Bryan Springmeyer
Determining Basis in Employee Stock Options
 
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A stock option is a contract issued by an employer to an employee to purchase a set amount of shares of company stock at a fixed price for a limited period of time. There are two broad classifications of stock options issued: non-qualified stock options (NQO) and incentive stock options (ISO). Rules for determining basis in employee stock options are discussed in this lecture video. Topics Covered * Identification of the different types of employee stock options * Qualifying and disqualifying dispositions of employee stock options and ESPPs * Calculating basis in stock acquired through employee stock purchase plans * Compensation rules relating to ESPPs and NQOs * Restricted stock, including RSUs and RSAs * Benefits and procedures for making a Section 83(b) election You can purchase the manual for this course for $0.99 at http://pnwtaxschool.com/oc-catalog/all/section-1083?keywords=basis Pacific Northwest Tax School is approved by the following organizations as a provider of continuing education: * The IRS * NASBA QAS (NASBA Sponsor #109290), * Oregon Tax Board, * The Texas State Board of Public Accountancy (Texas Sponsor #009794) * The New York State Board for Public Accountancy (Sponsor License #002479) You can receive 3 hours of CE by enrolling in this course at http://pnwtaxschool.com/oc-catalog/all/section-969?keywords=basis. The cost of the course is $50. Terms of use Pacific Northwest Tax School's course materials and teaching techniques are valuable proprietary information of Pacific Northwest Tax School, and all such information is subject to copyright, including written, recorded, internet based as well as all other electronic media. Each Student agrees that she/he will use the information only for purposes of education and training; and as a condition of enrollment, that they will not disseminate the information to any third party and will treat the materials as confidential information of Pacific Northwest Tax School. As a condition of enrollment, Students pledge not use any information in any competitive fashion, including to create or derive competitive materials. Students further agree that any breach of these terms and conditions shall cause the school irreparable harm, entitling Pacific Northwest Tax School to injunctive relief, as well as any other remedy that may be available at law or equity. Students shall have twelve months from date of enrollment in any continuing education course, to successfully complete the course and receive their Certificate of Completion.
Employee Stock Options: Core Aspects To Know
 
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Understand the fundamentals of employee stock options to make the most of these grants, with expert insights in this video from the editor-in-chief of http://www.myStockOptions.com. This video covers key concepts, such as vesting, exercise methods, option term, impact of job termination and other life events, and the wealth building potential of employee stock options.
Views: 9082 myStockOptions
Accounting for Stock Options
 
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http://www.accounting101.org Accounting for stock options: this is an example problem about how to account for stock options.
Views: 22863 SuperfastCPA
Comparing Restricted Stock with Employee Stock Options
 
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Video illustrates that a new kind of Employee Stock Option called Dynamic ESOs are superior to Restricted Stock and Traditional Employee Stock Options as equity compensation. Video is made by the foremost expert in the world on traded puts and calls and Employee Stock Options. Call 504-875-4825 or email [email protected] for explanation.
Views: 814 John Olagues
Avoid Excessive Tax on Restricted Stock by Using 83b Election
 
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http://www.docstoc.com/youtube - Click to Download 25,000+ Business Forms & Templates! Avoid Excessive Tax on Restricted Stock by Using 83b Election Click Here To See More From This Expert: http://www.docstoc.com/profile/linda-wang Linda Wang is Founder of Cambrian Law Group (cambrianlaw.com). Docstoc has over 20 million business and legal documents to help you grow and manage your small business and professional life. Thousands of how-to articles and videos with fresh content uploaded every day. Attorney reviewed documents to save you time and money. Connect with us on Facebook - http://www.facebook.com/DocstocFB Connect with us on Twitter - https://twitter.com/#!/docstoc Connect with us on Google+ - https://plus.google.com/103801755756812961700 Keywords: "Small business" Entrepreneurs Entrepreneurship "How to start a business" "Starting a business" Startups "Startup business" Financial Success DIY "Docstoc Videos" Docstoc "Linda Wang" Cambrian Law Group
Views: 1912 docstocTV
RSUs, RSAs and Stock Options
 
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Overview of Restricted Stock Units, Restricts Stock Awards and Stock Options, including Incentive Stock Options (ISOs) and Nonqualified Options.
Views: 108 Dan Johnson
Stock Options | Intermediate Accounting | CPA Exam FAR | Chp 16 p 4
 
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stock options, convertible securities, convertible preferred stock, conversion feature, book value method, fair value, induced conversion, convertible debt warrants, stock warrants, proportional method, incrementable, stock options, stock warrant, paid-in capital, detachable, nondetachable warrant. stock rights, preemptive right, preemptive privilege, stock option, compensation expense, restricted stocks, unearned compensation, employee stock purchase plan, grant date, exercise date, exercise price
Stock options VS Restricted stocks compensation plans
 
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This project was creaed
Views: 91 Nadia Schwartz
Offset Restricted Stock Units (RSUs) Tax Impact at Vesting
 
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Offset Restricted Stock Units (RSUs) Tax Impact at Vesting *New Calculator to Estimate Taxes Due on Vesting RSUs* http://www.levelupfinancialplanning.com/restricted-stock-units-rsus-tax-calculator/ New Shares Sell new shares that vest as soon as allowable. Your shares are taxed at vesting so if you are able to sell them before any major price movements, there should be negligible tax consequences. Read More @ www.levelupfinancialplanning.com/restricted-stock-unit-rsus-strategy-guide/
Views: 292 Lucas Casarez
Should Boards Reconsider the Benefits of Stock Options?
 
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Host: TK Kerstetter Guest: Jamie McGough, Partner, Meridian Compensation Partners In the early 2000s, stock options were clearly the incentive of choice. Accounting rule changes and investor pressures have pushed stock options out of favor; restricted stock awards now seem to take their place in pay plans. Why, then, do private equity firms—who are often among the largest and certainly the most involved investors—still use stock options among their portfolio companies? Jamie McGough, a partner with Meridian Compensation Partners, makes his case on why the use of stock options has diminished and why he thinks companies might want to reconsider stock option plans in their executive pay packages.
Stock Options vs RSU – The Ultimate Guide
 
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6.9: How to Manage Restricted Stock
 
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Here I explain what you can do to manage the taxes on restricted stock. There is no silver bullet, rather a series of small steps that can add up over time. Enjoy!
Views: 2081 Michael Aloi
What happens to stock options after an IPO?
 
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What can happen to your vested or unvested stock options or restricted stock units (RSUs) after a company goes public? Kristin McFarland is a CERTIFIED FINANCIAL PLANNER™ professional and wealth advisor at Darrow Wealth Management, a second generation fee-only wealth management firm. While based in the greater Boston area, we are able to work with executives and professionals across the United States and even overseas. Learn more: https://darrowwealthmanagement.com/ The material contained in this video is for general information only and should not be construed as the rendering of personalized investment, legal, accounting or tax advice.
Views: 1057 Darrow Wealth
Determining Martial Portion of Restricted Stock Units (RSUs) and Stock Options
 
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Dividing restricted stock units (RSUs) and stock options in divorce can be complicated. Consider using a neutral financial expert to determine the marital property component subject to division.
Views: 4 Laurie Itkin