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We work hard to stay up-to-date on the best research in our industry so that we can serve you better. Here are some of our latest blog posts.

The Three Most Important Dates For Managing Your Restricted Stock Units Thumbnail

The Three Most Important Dates For Managing Your Restricted Stock Units

Managing your restricted stock units and their tax implications can often prove tricky. When do you receive them and how much are they worth? When can you sell them? What are the tax implications if you sell them now versus later? To make sense of the questions above and, ultimately, to make solid financial decisions with your restricted stock, there are three key dates you must track: the grant date, the vesting date, and the sale date.

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