Equity Compensation Strategies for Hedging, Diversification, and Tax Minimization

<p>In today's episode <a href= "https://www.kathmere.com/team/nicholas-olesen-cfp" target= "_self">Nicholas Olesen</a>, CFP®, CPWA® continues our short podcast series on equity compensation, covering what to do once you have received them or are about to receive them. </p> <p>During the episode Nicholas shares:</p> <ul> <li>The main objectives of equity compensation</li> <li>How quickly investors can become concentrated in employer stock</li> <li>What is a "cashless exercise"</li> <li>Best way to diversify without creating a big tax bill</li> <li>How to reduce the tax burden of equity compensation</li> <li>What is an 83(b) election and when should you use it</li> <li>How to use stock you own to exercise an option and then double up on that option</li> <li>When to use Charitable Trusts</li> <li>The best hedging strategies for different types of equity compensation</li> <li>The benefit of a "zero premium collar" strategy</li> </ul> <p>We also have a few charts that are useful to understand some of these strategies that you can view at <a href= "http://www.kathmere.com/blog">www.kathmere.com/blog</a> </p> <p>Please send in feedback and any topic or questions you would like us to cover.  <a title="A Wealth of Advice" href= "mailto:nolesen@kathmere.com" target="_blank" rel="noopener">Email us here. info@kathmere.com</a></p>