This course provides a comprehensive introduction to various forms of equity compensation, including stock options, restricted stock units (RSUs), and employee stock purchase plans (ESPPs). Attendees will outline the principles, structures, and financial frameworks of equity compensation in order to navigate complexities and maximize value.
By understanding key topics such as vesting schedules, stock option exercises, equity awards, and tax implications, participants will gain the knowledge required to craft effective strategies to enhance equity compensation.
Learning Objectives:
- Identify various types of equity compensation vehicles and how they function
- Recognize key vesting schedules and critical dates associated with equity awards, and evaluate the tax impacts and reporting requirements for equity income
- List personalized strategies to enhance the value and benefits derived from equity compensation arrangements
Rizek Housari
Divergent Wealth
Wealth Advisor
[email protected]
(385) 237-4000
Rizek Housari is a wealth advisor, Certified Public Accountant, and Certified Financial Planner® professional. Rizek recently published his first book, Finance on the Fly: Simple Strategies to Build Lasting Wealth.
As the host of the Finance on the Fly social media channel, Rizek shares practical insights on personal finance, retirement planning, tax strategies, and business topics, inspiring thousands to make smarter financial decisions.
Rizek holds both bachelor’s and master’s degrees in accounting from Brigham Young University and began his career at KPMG, a Big Four accounting firm. Now an independent advisor and fiduciary, he focuses on guiding families and individuals toward lasting financial security.
Outside of work, Rizek enjoys life with his wife, Emma, and their daughter Kalila. Together, they love outdoor adventures like fly fishing, skiing, and hiking, and he cherishes visits with family in Arizona, California, and Palestine.
About Our Presenter
Divergent Wealth Advisors is a Family "Chief Financial Officer," a Wealth Planner, a Financial Adviser, a Portfolio Manager, an Estate Planning Adviser, and a Tax Strategist, all under the same roof.
Divergent Wealth Advisors is a long-term financial partner who can serve generations of a family and can simplify complicated things, playing the role of an educator and an adviser.
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