In today's episode of the Equity Compensation Guidebook, I'm following up on a planning topic I mentioned a couple of episodes ago. Net Unrealized Appreciation, better known as NUA in my world. This is a great resource for equity compensation and ESOP participants who have concentrated and highly appreciated stock positions. As always, I do my best to stay high level in these introductory topic podcasts.

You will want to hear this episode if you are interested in...

• The simple breakdown of an NUA [0:57]
• Two choices when you take a distribution out of your ESOP [2:19]
• Other factors to consider with NUAs [3:57]
• Three steps of taxes [4:53]
• Four important requirements to take advantage of an NUA [5:52]
• This week’s FLASHBACK [7:20] 

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