Restricted Stock Creates a Need for Financial and Tax Planning
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by fellow Research Analyst Jacob Keen, CFA, and Managing Associate K.C. Smith, CFP®, CEPA, to provide some guidance for an investor’s situation in planning for his compensation of Restricted Stock Units.
Your Exit Planning Team
In this “Money Talks Minute,” K.C. Smith, CFP®, CEPA, provides a list of experts that you may need to consult when selling your business.