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Equity compensation usually comes with two key dates: the grant date and the vest date. After your equity compensation is granted by your employer, there is typically a waiting period until you can exercise your stock-purchase option (the vest date). Whether you’ve just been granted equity compensation or you’re counting down the days until you can exercise your stock options, there are important financial and tax planning steps you should consider first. This article shares some ideas about grant and vest dates and how to make sure you’re prepared.

We recognize that each individual has their own unique considerations when it comes to equity holdings and their financial plan. If you’d like to learn more about the ins and outs of managing equity compensation, HoyleCohen Senior Wealth Advisor Ty Summerlin is a great place to start. Ty offers hands-on education and practical, no-nonsense guidance to help you create a proactive plan for both equity compensation and future liquidity events.


This article was written by Yahoo, an entity unrelated to HoyleCohen, LLC. The information herein is educational purposes and has been selected by HoyleCohen due to the timeliness of the subject matter. 

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