Restricted Stock & Trends In Equity Compensation: What Financial Advisors Need To Know
Bruce Brumberg

This PowerPoint presentation (in PDF) provides financial and wealth advisors with an overview of trends in equity compensation grants that can affect your clients and your practice. Details include the features and taxation of restricted stock grants and other types of emerging equity grants, such as performance shares and stock appreciation rights; and topics related to financial planning for restricted stock and Rule 10b5-1 trading plans. Please allow up to a minute for the presentation to fully appear in your browser. (To view the file, you need the Adobe Acrobat Reader, which you can obtain free.)

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