Financial Planning Opportunities for Cross-border Clients with US Company Equity Compensation

Financial Planning Opportunities for Cross-border Clients with US Company Equity Compensation

Explore opportunities and strategies for advisers to help cross-border clients manage different types of US company equity compensation.

Learning Objectives:

1. Develop a framework for making decisions about US company equity actions.

2. Understand the role of tax residency and immigration status on US company equity taxation.

3. Explore strategies for managing different types of company equity compensation (RSUs, ISOs, NSOs) for cross-border clients.


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