Presented on April 8, 2020
Scott Peterson, Partner, Financial Services Practice
Rich Friedland, CFP®, Director, Private Clients Practice
Learn key strategies for equity planning in a volatile market, including the benefits of exercising market options as well as considering gifting scenarios.
Assurance, tax, and consulting offered through Moss Adams LLP. ISO/IEC 27001 services offered through Moss Adams Certifications LLC. Investment advisory offered through Moss Adams Wealth Advisors LLC. Services from India provided by Moss Adams (India) LLP.