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As an executive moves through their career, either within an organization or to others, various forms of stock-based compensation may be acquired. The long-term wealth creation from these various grants may be significant and yet the differences, tax implications, and complexity can be overwhelming. As always, the focus shouldn’t be on short-term rewards, but on the longer-term. The process of comparing different types of long-term incentive grants is one which provides the executive with greater understanding with the purpose of helping with meeting and exceeding their personal financial goals towards achieving peace of mind.

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12 episodes