Tag: Stock Options

Exploring Equity Grants and Their Taxation with Alejandro Azuaje

Exploring Equity Grants and Their Taxation with Alejandro Azuaje

Company equity grants are a tried and true way for businesses to provide investment opportunities to their employees, and as a way to incentivize and reward their loyalty. Plus, equity grants can be a cost-effective way for companies to compensate employees, and provide a sense of ownership by giving them a stake in the company’s success. 

In this episode of WealthStyle, Iván Watanabe and Evan Wohl talk with Alejandro Azuaje, an investment specialist with OPUS Private Client, LLC about three main types of equity grants and how they are taxed from an employee perspective.

Listen in and learn as Alex discusses:

  • Why equity grants are used as employee benefits
  • The main types of equity grants
  • Examples of how employees can benefit from each type of equity
  • How taxes impact the income received from equity grants
  • And more

Resources:

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About Our Guest:

Alejandro Azuaje is an associate and investment specialist at Opus Private Client, LLC. After graduating from college, Alejandro entered the financial planning industry. He joined Opus in 2017 and is elated to be working for a team that believes in holistic planning and executes its recommendations with efficiency and ease. Alejandro’s specialties are in financial planning analysis, financial modeling, and equity investments. He is a Westchester native from Purchase, NY, and an Alumnus of New York University with a bachelor’s degree in computer science.

The Benefits of Equity Awards With Alejandro Azuaje

The Benefits of Equity Awards With Alejandro Azuaje

Company benefits come in many shapes and sizes. 

One major way some employees are being compensated today is through equity awards. This is a benefit that is bigger than it appears and is one business owners and employees should take note of.

In this episode, Iván Watanabe welcomes Alejandro Azuaje, an investment specialist with OPUS Private Client. Alejandro dives into the world of equity awards, explaining what they are, how they work, and how you can make the most out of your equity awards.

Alejandro discusses:

  • Why do companies offer equity awards
  • How you can gain compensation from equity awards
  • The benefits of stock options over shares of stock
  • And more!

Connect with Alejandro Azuaje:

Connect with Iván Watanabe:

About our Guest:

Alejandro Azuaje is an associate and investment specialist at Opus Private Client, LLC. After graduating from college, Alejandro entered the financial planning industry. He joined Opus in 2017 and is elated to be working for a team that believes in holistic planning and executes its recommendations with efficiency and ease. Alejandro’s specialties are in financial planning analysis, financial modeling, and equity investments. He is a Westchester native from Purchase, NY, and an Alumnus of New York University with a bachelor’s degree in computer science.