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Teleclass Recordings

Stock Options, RSUs and Awards
Teleclass with Deb Johnson and Jacki Roessler

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FDA President Deb Johnson and QDRO Expert Jacki Roessler, return to discuss the intricacies of Deferred Compensation and Divorce

Covered in this teleclass:

  • The new standard of care with respect to equity compensation
  • Stock Options

  • RSUs(Restricted Stock Units)

  • Restricted Share Agreements

  • NQSOs (Non Qualified Stock Options)

  • ISOs (Incentive (Qualified) Stock Options)

  • Vesting Issues and Stock Options in Divorce

  • Difference between types of election availability re: IRS 83(b)

  • Examples of RSUs and Restricted Share agreements - Determination as income for support or as an asset?

Jacqueline Roessler, CDFA

Jacqueline Roessler is one of the premiere divorce financial planners in the Midwest. Jacki, who has been a financial advisor since 1994, provides litigation support to family law attorneys and helps clients understand the short-term and long-term financial impact of any settlement proposal on their financial future-before they sign on the dotted line. In addition, she prepares and reviews Qualified Domestic Relations Orders (QDRO's) for Michigan attorneys.

Jacki's work with divorcing clients has been featured in numerous local and national media, including Kiplingers' Personal Finance's nationally syndicated cable show on three separate occasions, Fortune Magazine, Bloomberg's Wealth Manager and a featured article in the Investment News. She is also a specialist in the QDRO arena and has conducted national seminars around the country, teaching lawyers, judges and financial professionals the intricacies of QDRO's and pension valuations in divorce cases.

Length: 58 minutes
ID: TC072016-E



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