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New Podcast Interviews With Equity Comp Experts Expand Innovative Multimedia Offerings Of

  (May 16, 2017)
New Podcast Interviews With Equity Comp Experts Expand Innovative Multimedia Offerings Of

Expanding its podcasts on many topics in equity compensation, recently published several insightful new audio interviews with some of its expert contributing authors. Along with their companion articles, these engaging interviews cover a diverse range of important topics, some of which are seldom covered by companies' stock plan education materials. New podcasts include the following:

Stockbrokers' Secrets: Retirement Planning With Stock Compensation. CFP John Barringer discusses planning approaches to stock compensation that can help to build a financially secure nest egg for retirement. This audio recording is a companion to Mr. Barringer's popular article series Stockbrokers' Secrets: Retirement Planning With Stock Compensation.

Stock Option Terms: What You Can Expect. Get a sense of what one should, and should not, expect in the terms of a stock option grant. In this interview, compensation expert Richard Friedman (Ayco Company) discusses trends in vesting schedules, post-termination exercise rules, and other plan features. The interview is a companion to Mr. Friedman's article on this topic, which includes findings from Ayco's extensive survey of features in stock option plans.

Employment Issues With Stock Compensation And Key Stock Plan Documents To Understand. Attorney Alisa Baker discusses employment, negotiation, and job-termination issues with equity compensation, the related stock plan documents, and common mistakes to avoid. This audio recording is a companion to Ms. Baker's article series Negotiating And Structuring Your Stock Compensation.

When To Wait, Hold, Or Sell: A Wealth Manager Reveals His Wisdom On Stock Option Exercise Strategy. In this interview, wealth manager Tim Kochis explains that no single strategy for timing option exercises or restricted stock/RSU sales fits everyone, and he discusses his approach to this idiosyncratic type of planning. The interview is a companion to Mr. Kochis's article series on this topic.

Restricted Stock Units After An Acquisition: Know What Could Happen. When a company is merging or being acquired, its employees wonder what will happen to their unvested RSUs. In this interview, wealth advisor Kristin McFarland explains the potential outcomes for holders of unvested RSUs and current equity holders in an M&A deal. The interview is a companion to Ms. McFarland's article on this topic.

Compliance Concerns That Executives Must Understand To Prevent SEC, IRS, And Corporate Problems. An often underestimated danger companies face is the risk that an executive or employee may violate corporate, tax, or securities laws. In this interview, compensation expert Richard Friedman (Ayco Company) outlines practices for executives to help them avoid compliance problems, and explains the possible penalties of noncompliance. The interview is a companion to Mr. Friedman's article series on this topic.

Living And Working In Multiple States: Challenges For Mobile Employees In The USA. Moving between US states, whether to relocate permanently or simply to travel for business, can involve tax complications for people who have stock compensation. In this interview, Deloitte consultant David Johnson presents the issues that employees may encounter when they leave the home office and cross a state line. This audio recording is a companion to Mr. Johnson's article (co-written with Mark Miller) on the same topic elsewhere on this website.

LLCs And Equity Incentive Plans. Attorney Daniel Janich discusses the types of equity plans that are available to limited liability companies (LLCs), the considerations involved in establishing an equity comp program at an LLC, and the related tax treatment. This interview is a companion to Mr. Janich's two-part article series LLCs And Equity Incentive Plans, elsewhere on this website.

All of's podcasts are available on the website, at iTunes, and at Google Play Music.

Podcasts Among A Range Of Multimedia Educational Offerings At

Companies are always seeking new ways to deliver stock plan education for employees who want more than traditional written content. can help with its innovative podcasts, videos, and interactive quizzes on all aspects of equity compensation. These multimedia offerings perfectly complement the articles, FAQs, tax guides, glossary, self-study courses, and other resources that form the core of the website's award-winning content, alongside its dynamic tools and calculators.

Corporate Licensing

All the content on is ideally suited for licensing by companies and stock plan providers for their stock plan participants. A customized version of the website's award-winning content can be seamlessly woven into companies' HR, benefits, and/or compensation portals. Accessible through any internet browser, 24 hours a day, 7 days a week, licensed content from lets stock plan participants answer their own questions about their stock grants whenever they need to learn more-saving time for the stock plan staff and costs for the company. For more information, visit or call 617-734-1979.


With exclusive articles, 800+ FAQs, podcasts, videos, the Tax Center, interactive quizzes, the Learning Center with courses for CE credit, the Global Tax Guide, an extensive glossary, a smartphone app for iOS and Android devices, and dynamic patented tools, is the premier online resource of educational content and tools on stock options, restricted stock, restricted stock units, performance shares, stock appreciation rights, and employee stock purchase plans. is written and managed by leading experts in equity compensation, and is produced by a company with a long history of successful publications explaining complex legal and financial subjects in plain English.

The accounting journal CPA Wealth Provider selected among companies "that have taken the lead through innovation, efficiency, initiative, or growth in the financial-planning area." The Specialized Information Publishers' Foundation honored MSO Pro with one of its Editorial Excellence Awards in the category of Best Interactive Content among niche publishers. The influential consumer magazine PC World has ranked among "the most useful sites ever" that "deliver top-notch information, support, and services." has also received extensive favorable coverage in the media, including BusinessWeek, The Wall Street Journal, The New York Times, the San Francisco Chronicle, and The Boston Globe, and on CNN, National Public Radio, PBS,, and

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