Strategies for Concentrated Stock and Equity Compensation

Do you hold significant wealth in your company's stock through equity compensation like stock options or Restricted Stock Units (RSUs)? Such concentration, while potentially valuable, exposes your portfolio to substantial single-stock risk. This course explores practical strategies to manage this risk, including a detailed look at how a "costless collar" hedging technique can protect your holdings. We will also clarify the key features and differences between Incentive Stock Options (ISOs), Non-qualified Stock Options (NSOs), and Restricted Stock Units (RSUs). Crucially, you'll gain essential knowledge on the tax implications associated with receiving, exercising, selling, and hedging these forms of compensation.