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Rebroadcast: John Owens on Year-End Equity Compensation Planning
Today we're sharing a special rebroadcast of John Owens's appearance on The Long Term Investor with Peter Lazaroff. In this episode, John breaks down a clear, practical year-end playbook for equity compensation, including RSUs, ISOs/NQSOs, and ESPPs, and highlights the tax traps and planning opportunities clients should keep on their radar.
You'll hear John and Peter discuss:
How to prioritize equity comp decisions at year-end
Common RSU withholding pitfalls that lead to April surprises
ISO/AMT basics and why late-year exercises can be risky
Building a rules-based selling strategy to manage…
The skinny
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