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Your equity compensation is a huge opportunity to make a giant leap forward in lifestyle, family goals, and quality of retirement. This book looks at those opportunities to help you make the most of them. It combines investment landscape, tax landscape, and opportunities for your heirs and your charitable causes. The illustrations are spreadsheets showing the tax effect and investment effect of your choices. The book gives you the basics of decisions regarding • Employee Stock Ownership Plans (ESOP’s) • Employee Stock Purchase Plans (ESPP’s) • Restricted Stock Units and Grants • Stock Options, qualified and non-qualified
