Equity compensation—like restricted stock units (RSUs) and stock options—can be one of the most confusing (and valuable) assets in a divorce. In Episode 80, Andrew welcomes Laurie Itkin, Certified Divorce Financial Analyst (CDFA) and founder of The Options Lady, to demystify this complex topic. Laurie shares how equity compensation works, what divorcing couples need to know about taxes, vesting, and division, and the biggest mistakes to avoid when stock-based pay enters the marital bala...
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Equity compensation—like restricted stock units (RSUs) and stock options—can be one of the most confusing (and valuable) assets in a divorce. In Episode 80, Andrew welcomes Laurie Itkin, Certified Divorce Financial Analyst (CDFA) and founder of The Options Lady, to demystify this complex topic. Laurie shares how equity compensation works, what divorcing couples need to know about taxes, vesting, and division, and the biggest mistakes to avoid when stock-based pay enters the marital bala...
A Values-Based Approach to Divorce with Hirsch Serman CPA, CDFA
The Gray Divorce Podcast
33 minutes
4 months ago
A Values-Based Approach to Divorce with Hirsch Serman CPA, CDFA
Andrew is joined by Hirsch Serman, a Certified Divorce Financial Analyst®, CPA, and trained mediator. Hirsch helps navigate the complex financial terrain of divorce with a values-based approach, empowering clients to take control of their financial future. Thanks for listening! We'd be very grateful if you'd subscribe to the podcast and give us 5 stars! Please visit Transcend Retirement or Wiser Divorce Solutions. Follow Andrew on LinkedIn too!
The Gray Divorce Podcast
Equity compensation—like restricted stock units (RSUs) and stock options—can be one of the most confusing (and valuable) assets in a divorce. In Episode 80, Andrew welcomes Laurie Itkin, Certified Divorce Financial Analyst (CDFA) and founder of The Options Lady, to demystify this complex topic. Laurie shares how equity compensation works, what divorcing couples need to know about taxes, vesting, and division, and the biggest mistakes to avoid when stock-based pay enters the marital bala...
