The stock market can feel like a chaotic auction, with millions of investors shouting to buy or sell. But when it comes to managing your company shares, you have more control than you might think. In this session, participants will explore strategies for handling company stocks, including when to diversify or concentrate shares. We’ll also cover charitable giving options and provide an overview of income tax considerations related to share options and RSUs. By the end, you’ll gain clarity on when to sell, hold, or give away your shares.

Participants will explore:
-Strategies for managing company stock holdings
-The pros and cons of diversification versus concentration
-Charitable giving options using company shares
-Income tax implications for share options and RSUs

Make empowered decisions about your company stock with confidence and strategy.