Equity Compensation: How to Maximize Your Benefits and Optimize Your Taxes, with Mike Holloway, CFP® (Ep. 16)

Equity compensation is becoming an increasingly popular way for employers to reward and retain their top talent. But as enticing as this benefit sounds, it’s one of the most complicated and misunderstood forms of compensation—often triggering a tax bill employees aren’t prepared to cover.  In this episode, host Jason and special guest Mike Holloway, CFP® explain the differences between incentive stock options and non-qualified stock options, and the tax implications of each. Because only when you understand how to make the most of your equity compensation can you truly ‘Own Your Wealth.’  Listen now to learn: How each equity compensation type differs The tax implications of each form of equity compensation Why an 83B election is often one of the best ways to enjoy significant future tax savings When to meet with a financial advisor, so you have ample time to weigh your options And more Connect with Michael Holloway: LinkedIn: Michael Holloway Cook Wealth: Michael Holloway Resources: Linkedin: Cook Wealth  Cook Wealth  Connect with Jason:  Linkedin: Jason Deshayes