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Restricted Stock Units Explained
 
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Are RSU's part of your compensation package? Not sure how they work or what to do with them? Learn the basics here.
Restricted Stock Units (RSUs)
 
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http://www.nelsonroberts.com/ Subscribe for more: http://bit.ly/2wWJaqc If you’re compensated in company stock, the alphabet soup of ISOs, NQSOs, RSUs, ESPP can be confusing to say the least. Today, I’m going to cover Restricted Stock Units or RSUs which have become a common way for established companies to compensate their employees, however, many people don’t understand the tax implications and risks associated. RSUs, also called Stock Awards, tie a component of employee compensation to the success of the stock. They are subject to a vesting schedule which provides an incentive for an employee to stay with the company as unvested shares are forfeited at the termination of employment. For example, Lindsey is granted 400 RSUs with an annual vesting schedule of 25% of the grant. At the end of the first year, she receives 100 shares, or one quarter of the shares granted. An additional 100 shares vest each year thereafter. If she were to leave the company any unvested shares would be forfeited. At the time of vesting, the RSU shares become common shares and are transferred to Lindsey. The market value of those RSU shares is taxed to her just like ordinary income. The company will often withhold a portion of the vested RSUs to pay the tax liability based on her withholding rates. If she holds the shares, her tax basis will be the prevailing market value per share at the date of vesting. Once sold, the proceeds will be subject to capital gains holding period and tax rates. Many people don’t understand that the decision to hold on to RSUs after vesting is the equivalent of a decision to purchase stock in the company at the current price. For Lindsey, the exposure to her company in the form of both employment and future RSU vesting may be sufficient for her financial objectives and diversification may be prudent. I encourage you to consult a financial advisor about your individual situation. Nameless Warning - You're Worth It: http://youtu.be/dtHli5Y2E14
Views: 17643 Nelson Roberts
Employee Stock Options Explained
 
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Follow Hamid, or ask questions from him on Twitter here: https://twitter.com/hamids Hamid Shojaee of Axosoft explains how employee stock options work. Learn more about Axosoft: http://www.axosoft.com
Views: 49561 Axosoft
When to Cash Out on RSUs
 
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Stock Options and RSUs are part of some compensation plans as an incentive to help the company succeed. As these asset vehicles vests, the amount of stock you hold in your company grows. There are real money assets and should be treated as part of your total portfolio. Most would agree that you should have less than 10% of your total invest-able portfolio in one single company. If you let the assets vest over time, this may grow over sized and is generally a good idea to reduce the exposure and invest in other areas with the cash generated. Audible Free Audiobook Trial: http://www.audibletrial.com/BeatTheBush GameFly: http://www.gameflyoffer.com/beatthebush Patreon: http://www.patreon.com/BeatTheBush My Equipment: Peas in a Pod: http://amzn.to/1o0O9SX Canon 5D3: http://amzn.to/2e8cwuV Canon 24-70mm Lens: http://amzn.to/2du7A5D Audio-Technica DSLR Mic: http://amzn.to/2eBuPXp Semi-Portable: Canon G7x Mark II Creator Kit: http://amzn.to/2nKdkNU Portable: GoPro Hero Camera: http://amzn.to/2er4H3S GoPro Stabilizer from Feiyu Tech: http://amzn.to/2gaW3ci ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ My Channels: https://www.youtube.com/BeatTheBush https://www.youtube.com/BeatTheBushDIY
Views: 9617 BeatTheBush
Restricted Stock & RSUs: Key Aspects to Know
 
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This engaging video covers restricted stock, restricted stock units (RSUs), and performance share fundamentals to help you make the most of these grants. Learn from the editor-in-chief of myStockOptions.com (http://www.myStockOptions.com) the core aspects of these grants. Part 1 in the series covers key concepts and questions, including what is restricted stock, vesting, and the grant's value. For information on licensing and/or customizing this video, contact [email protected]
Views: 18915 myStockOptions
Basics of Restricted Stock Units (RSUs)
 
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Basics of Restricted Stock Units (RSUs) Many of the clients I’ve helped came from the tech industry and it really amazed me about how many of them had built up wealth and investments without really understanding how they work. Yes, living within their means played a huge part in their financial success, but so had investing in retirement accounts and receiving employer stock awards. Retirements and investments receive much of the attention from other financial planners, so in this post, I want to focus on employer stock rewards, more specifically Restricted Stock Units. Most employers that offer stock in form of compensation have switched from Stock Options to Restricted Stock Units or RSU’s. Here are the highlights of how RSU’s work: Read More @ www.levelupfinancialplanning.com/restricted-stock-unit-rsus-strategy-guide/
Views: 377 Lucas Casarez
Restricted Stock Units | Definition (Advantages & Disadvantages)
 
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In this video, we will study definition of Restricted Stock Units(RSU) along with its advantages and disadvantages. 𝐖𝐡𝐚𝐭 𝐢𝐬 𝐑𝐞𝐬𝐭𝐫𝐢𝐜𝐭𝐞𝐝 𝐒𝐭𝐨𝐜𝐤 𝐔𝐧𝐢𝐭𝐬(𝐑𝐒𝐔)? ---------------------------------------------------------------- Restricted stock units or RSU are one of the most popular methods of compensation for equity used by workers for compensation based on stocks. 𝐓𝐚𝐱𝐚𝐭𝐢𝐨𝐧 𝐨𝐟 𝐑𝐞𝐬𝐭𝐫𝐢𝐜𝐭𝐞𝐝 𝐒𝐭𝐨𝐜𝐤 𝐔𝐧𝐢𝐭𝐬(𝐑𝐒𝐔) --------------------------------------------------------------------- If the shares or limited availability units are delivered to the workers on the date of transfer, they will be taxed. 𝐕𝐚𝐫𝐢𝐨𝐮𝐬 𝐌𝐞𝐭𝐡𝐨𝐝𝐬 𝐭𝐨 𝐏𝐚𝐲 𝐓𝐚𝐱 --------------------------------------------------- #1 - WITHHOLD-TO-COVER #2 - CASH #3 - SELL-TO-COVER 𝐀𝐝𝐯𝐚𝐧𝐭𝐚𝐠𝐞𝐬 𝐨𝐟 𝐑𝐞𝐬𝐭𝐫𝐢𝐜𝐭𝐞𝐝 𝐒𝐭𝐨𝐜𝐤 𝐔𝐧𝐢𝐭𝐬(𝐑𝐒𝐔) --------------------------------------------------------------------------- #1 - Possible Reduced Taxes #2 - Deferral of Share Issuance #3 - Economy #4 - Tax Deferrals #5 - Friendly Foreign Tax 𝐃𝐢𝐬𝐚𝐝𝐯𝐚𝐧𝐭𝐚𝐠𝐞𝐬 𝐨𝐟 𝐑𝐞𝐬𝐭𝐫𝐢𝐜𝐭𝐞𝐝 𝐒𝐭𝐨𝐜𝐤 𝐔𝐧𝐢𝐭𝐬(𝐑𝐒𝐔) ------------------------------------------------------------------------------- #1 - No right to vote #2 - Dividends not available #3 - No Section 83(b) Election 𝐑𝐞𝐬𝐭𝐫𝐢𝐜𝐭𝐞𝐝 𝐒𝐭𝐨𝐜𝐤 𝐔𝐧𝐢𝐭𝐬(𝐑𝐒𝐔) 𝐯𝐬 𝐒𝐭𝐨𝐜𝐤 𝐎𝐩𝐭𝐢𝐨𝐧𝐬 𝐊𝐞𝐲 𝐃𝐢𝐟𝐟𝐞𝐫𝐞𝐧𝐜𝐞𝐬 -------------------------------------------------------------------------------------------------------- #1 - Date of Grant #2 - Price of Exercise #3 - Vesting #4 - The Right of Shareholders #5 - 409A Treatment #6 - Settlement #7 - Type of payment after settlement If you want to know more about 𝐑𝐞𝐬𝐭𝐫𝐢𝐜𝐭𝐞𝐝 𝐒𝐭𝐨𝐜𝐤 𝐔𝐧𝐢𝐭𝐬(𝐑𝐒𝐔) , you can visit the 𝐥𝐢𝐧𝐤 𝐩𝐫𝐨𝐯𝐢𝐝𝐞𝐝 𝐡𝐞𝐫𝐞:-https://www.wallstreetmojo.com/restricted-stock-units-rsu/ Subscribe to our channel to get new updated videos. Click the button above to subscribe or click on the link below to subscribe - https://www.youtube.com/channel/UChlNXSK2tC9SJ2Fhhb2kOUw?sub_confirmation=1
Views: 151 WallStreetMojo
Pros and Cons of Restricted Stock Units (RSUs)
 
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Pros and Cons of Restricted Stock Units (RSUs) Stock compensation can be very valuable to employees and the employer because having an owners’ interest in the company you work for can increase productivity and job satisfaction. Stock compensation is also a built-in investment plan for employees, which allows them to realize the potential of having assets that work for you. One threat that most employees often ignore is the real possibility that the stock may go down. A company’s stock can go down for many reasons, but here are just a few: a general market decline loss of competitive advantage product recalls products fading from relevancy. Read More @ www.levelupfinancialplanning.com/restricted-stock-unit-rsus-strategy-guide/
Views: 700 Lucas Casarez
Accounting for Stock Options
 
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http://www.accounting101.org Accounting for stock options: this is an example problem about how to account for stock options.
Views: 22535 SuperfastCPA
RSUs, RSAs and Stock Options
 
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Overview of Restricted Stock Units, Restricts Stock Awards and Stock Options, including Incentive Stock Options (ISOs) and Nonqualified Options.
Views: 97 Dan Johnson
Stock Options | Intermediate Accounting | CPA Exam FAR | Chp 16 p 4
 
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stock options, convertible securities, convertible preferred stock, conversion feature, book value method, fair value, induced conversion, convertible debt warrants, stock warrants, proportional method, incrementable, stock options, stock warrant, paid-in capital, detachable, nondetachable warrant. stock rights, preemptive right, preemptive privilege, stock option, compensation expense, restricted stocks, unearned compensation, employee stock purchase plan, grant date, exercise date, exercise price
Should I Take Stock Options or RSUs?
 
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Some companies, like JNJ, offer some of their employees a choice of RSUs or stock options. This is a quick rundown of the various pros and cons.
Restricted Stock & RSU Core Concepts: Part 1
 
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If there's a way to make learning about stock compensation engaging, myStockOptions.com (http://www.myStockOptions.com) will do it. Watch and hear this fast-paced, animated presentation on restricted stock, restricted stock units (RSUs), and performance share fundamentals to help you make the most of these grants. Part 1 in the series covers core concepts and questions, including what is restricted stock, key aspects of vesting, and what the grant's worth to you. For information on licensing and/or customizing this video, contact [email protected]
Views: 5934 myStockOptions
TechGirl Financial : What to do With Restricted Stock Options
 
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Welcome to the TechGirl Financial SMART Learning Library, today discussing employee stock options & how managing these stocks in the marketplace can help you achieve financial independence. There is an endless supply of financial information, but deciphering what’s interesting from what’s important is key for your investments and financial life. Visit Us: http://www.techgirlfinancial.com/ 111 N. Market St. STE 300 San Jose, CA 95113 Phone: (800) 584-3652 Fax: (408) 465-0408 [email protected]
Views: 94 TechGirl Financial
Startups: Employee Stock Options and Equity - AngelKings.com
 
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http://angelkings.com/course - Employee stock options and equity vesting grants for stock, including a look at the employee restricted stock agreement and term sheet. Expert on startups Ross Blankenship (http://goo.gl/GJM5zd) teaches founders and entrepreneurs about the Restricted Stock Agreement and options for employees of startup companies. Learn about startups and how to invest - http://angelkings.com/invest #Startups #Employees #Term Sheet
What is RESTRICTED STOCK? What does RESTRICTED STOCK mean? RESTRICTED STOCK meaning & explanation
 
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What is RESTRICTED STOCK? What does RESTRICTED STOCK mean? RESTRICTED STOCK meaning - RESTRICTED STOCK definition - RESTRICTED STOCK explanation. Source: Wikipedia.org article, adapted under https://creativecommons.org/licenses/by-sa/3.0/ license. Restricted stock, also known as letter stock or restricted securities, refers to stock of a company that is not fully transferable (from the stock-issuing company to the person receiving the stock award) until certain conditions (restrictions) have been met. Upon satisfaction of those conditions, the stock is no longer restricted, and becomes transferable to the person holding the award. Restricted stock is often used as a form of employee compensation, in which case it typically becomes transferrable ("vests") upon the satisfaction of certain conditions, such as continued employment for a period of time or the achievement of particular product-development milestones, earnings per share goals or other financial targets. Restricted stock is a popular alternative to stock options, particularly for executives, due to favorable accounting rules and income tax treatment. Restricted stock units (RSUs) have more recently become popular among venture companies as a hybrid of stock options and restricted stock. RSUs involve a promise by the employer to grant restricted stock at a specified point in the future, with the general intention of delaying the recognition of income to the employee while maintaining the advantageous accounting treatment of restricted stock. Typical vesting conditions for restricted stock awards in venture capital–backed startups may include the following: A period of time before vesting, intended to prevent employees from "walking away" from the venture. There is generally a one-year "cliff" representing the formative stage of the company when the founders' work is most needed, followed by a more gradual vesting over a four-year schedule representing a more incremental growth stage. Founders are sometimes permitted to recognize a portion of the time spent at the company before investment in their vesting schedule, generally from six months to two years. "Double trigger" acceleration provision, stating that the restricted stock vests if the company is acquired by a third party and the employment of the grantee is terminated within a certain time frame. This protects employees from losing the unvested portion of their equity share award in case the employees are forced out by new management after a change in control. Another alternative is "single trigger" acceleration under which the change of control itself accelerates the vesting of the stock, but this structure is more risky for investors because following an acquisition of the company, key employees will not have any equity award that provides a financial incentive to remain with the company. "Market standoff provision", stating that holders of restricted stock may not sell for a certain period of time (usually 180 days) after an initial public offering. This is intended to stabilize the stock price of the company after the IPO by preventing a large sale of stock on the market by the founders. Executive compensation practices came under increased congressional scrutiny in the United States when abuses at corporations such as Enron became public. The American Jobs Creation Act of 2004, P.L. 108-357, added Sec. 409A, which accelerates income to employees who participate in certain nonqualified deferred compensation plans (including stock option plans). Later in 2004, FASB issued Statement no. 123(R), Share-Based Payment, which requires expense treatment for stock options for annual periods beginning in 2005. (Statement no. 123(R) is now incorporated in FASB Accounting Standards Codification Topic 718, Compensation—Stock Compensation.) Prior to 2006, stock options were a popular form of employee compensation because it was possible to record the cost of compensation as zero so long as the exercise price was equal to the fair market value of the stock at the time of granting. Under the same accounting standards, awards of restricted stock would result in recognizing compensation cost equal to the fair market value of the restricted stock.
Views: 2656 The Audiopedia
Restricted Stock & RSUs: Taxes and Key Decisions
 
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Learn from the editor-in-chief of myStockOptions.com (http://www.mystockoptions.com) the different taxes that apply at vesting, withholding rules, taxes at sale, and mistakes to avoid. Understanding the taxes is critical to maximizing the value of your restricted stock, restricted stock units (RSUs), and performance shares and avoiding IRS ire. Plus, the video covers the key decisions you need to make about restricted stock, including withholding methods and whether to hold or sell the stock at vesting. For information on licensing and/or customizing this video, contact [email protected] The Tax Cuts & Jobs Act, effective at the beginning of 2018, modifies the tax rates for federal withholding discussed in this video. They are now 22% for supplemental wage income, such as that from restricted stock & RSU vesting, and 37% for amounts over $1 million per year. An update version of this video without specific mention of rates appears at https://youtu.be/an_2-t5gBRU.
Views: 17033 myStockOptions
Stock Options & Taxes 1B -- RSUs
 
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One of a series of 4 videos on different types of employee stock options and the tax facts. This clip is about Restricted Stock Units (RSUs).
Views: 3113 Philip Fiegler
Example BE 16-8 (Lutz Co): Restricted Stock | Stock Options | Intermediate Accounting | CPA Exam FAR
 
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restricted stocks, unearned compensation, employee stock purchase plan, grant date, exercise date, exercise price, warrants, stock warrants, proportional method, incremental, stock options, stock warrant, paid-in capital, detachable, nondetachable warrant. stock rights, preemptive right, preemptive privilege, stock option, compensation expense
Compensation: RSUs (Restricted Stock Units)
 
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Congrats on that new job offer! Here's what you may want to consider if you're set to receive company equity. Kevin Mahoney is the founder & CEO of Illumint, which offers fee-only financial guidance for millennial parents. For more info, check out illumintadvisors.com. You also can connect with Kevin on: FACEBOOK https://www.facebook.com/illumintadvisors TWITTER https://twitter.com/illumintCEO INSTAGRAM http://instagram.com/illumint YOUTUBE http://www.youtube.com/illumint Video Transcript: Good morning! I’m Kevin Mahoney, the founder of Illumint, and I’m outside Amazon’s Washington, D.C. office to talk about what factors you might need to consider if your employer offers you equity in the company as part of your compensation package. Equity generally comes in two forms: Restricted stock units (or “RSUs”), which I’ll discuss today; and Stock options, which I’ll cover later this week. For now, let’s stick with RSUs. Restricted stock units aren’t actually stock. They’re just a promise from your company. Typically, the timing with which that “promise” turns into shares of stock that YOU own depends on the company’s “vesting schedule.” RSUs often “vest” incrementally, which is a sneaky way that companies incentivize you to remain in your current job -- if you leave the company before the vesting schedule ends, you miss out on the shares that haven’t vested yet. As RSUs vest, they also turn from a promise into tangible compensation, which means taxes. For RSUs, you’ll pay taxes on the current market value of the shares, based on your ordinary income tax bracket. Your company usually will withhold the tax on your behalf -- so you don’t need to find excess cash to send to the IRS. There’s a second type of tax potentially at play here, which is capital gains tax. If you hold on to your vested shares for a period of time and the stock price increases, then you will owe capital gains tax on the earnings, whenever you decide to sell the shares. If you sell the shares immediately after vesting, though, you likely won’t owe much (if anything) in capital gains tax. Your decision to hold or sell your shares may depend on numerous variables, but keep one important thing in mind: this is an investment in your own company, which also pays your salary. If the company begins to struggle, you’re at risk for both investment losses and unemployment -- ouch. For this reason, you may be better off diversifying your investment Check back soon to learn how, compared to RSUs, stock options present a slightly different set of income and tax considerations.
Views: 141 Kevin Mahoney, CFP
Comparing Restricted Stock with Employee Stock Options
 
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Video illustrates that a new kind of Employee Stock Option called Dynamic ESOs are superior to Restricted Stock and Traditional Employee Stock Options as equity compensation. Video is made by the foremost expert in the world on traded puts and calls and Employee Stock Options. Call 504-875-4825 or email [email protected] for explanation.
Views: 812 John Olagues
A Video on How Not to Screw Up Your RSU's
 
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You're feeling pretty confident these days. First, you're doing awesome work at a great company, and second, your restricted stock units (RSUs) have vested. Now for the big question: When do you cash your shares out? If you're like most RSU recipients, you plan to hold on to your shares for a year before selling. That way, you'll avoid the very high tax rate on short-term capital gains, and pay the lower, long-term capital gains rate, right? Actually that's not how RSUs work. Amazingly, their tax treatment is something that few people in the tech industry understand. Your taxes are calculated and withheld by your company as soon as your units vest. And that tax cut is painful, by the way: Depending on where you live, the IRS and your state of residence could end up taking nearly 50% of your stocks value. So to be clear, there is no reason to wait a year before dipping into your vested stock. In fact, if you wait a year to sell your stock, and the stock price falls during that time, you'll feel foolish because you'll have paid taxes on the higher, original amount. The bottom line: You might as well go ahead and do whatever you're going to do with your vested stock. And for a lot of you, there are two choices: 1. Sell shares immediately; start living a little larger. 2. Keep shares and let them appreciate so you can one day live much, much larger. But allow me to suggest something crazy: Use your stock proceeds to create an actual, grown-up investment portfolio—one that contains a blend of different investments rather than just the stock of your company. Building diversified investment portfolios is standard practice among people who have money they don't want to lose. I could explain the academic theory about why diversification is the best way to balance risk and reward, but in the end, the logic is pretty simple: Don't keep all your eggs in one basket. And when you own nothing but company stock that is exactly what you're doing. I know what you're thinking—that this is loser talk. Your company's stock is only going to go up, and never down, right? And every share you keep is going to make you that much richer. There's one problem though: Even tech companies have long periods of flat or falling stock prices. And yes, they go bust, a la Pets.com, Webvan and Covad. I know, I know, your company is different. But when you limit your investments to the stock of any one company, that's really risky behavior. If your company runs into trouble, not only will your stock crater, but you might be out of a job as well. When your wealth is all in the form of your company's stock, you're not just putting all your eggs in one basket, you're living in that basket too. So consider this: You already have a good amount of wealth through your RSUs, and you're probably going to receive a lot more units over the years. You are already successful, and you will continue to be more and more successful. Now it's time to start protecting your wealth by creating a real, well-rounded investment portfolio. By all means buy yourself some nice things. And keep a bunch of your company stock so you can live the good life one day. But in the meantime, sit down with a financial advisor and talk about taking part of your stock and building a real investment portfolio. If you'd like to talk about RSUs, taxes or investing, don't hesitate to get in touch. Bijan Golkar is a Certified Financial Planner™ and licensed tax preparer with FPC Investment Advisory Inc. in the San Francisco Bay Area.
What are stock options?
 
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An important part of evaluating a startup job offer is understanding your stock options. This week on the Commit, our CEO Brandon Kessler has some great tips that'll get you past the jargon and the hype. Things we'll discuss: stock options, grants, vesting periods, strike price, exercising your options, liquidity events, IPOs, and acquisitions.
Views: 21081 Devpost
Vesting (Options)
 
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What does it mean to vest options? What is a vesting schedule, and what are the various concepts that control vesting and vesting speed? Why does vesting exist and what incentives does it provide?
Views: 22211 Quatere
Employee Stock Options | Compensation Expense | Accounting
 
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In this video, we look at Stock options and Share-based compensation in detail. We will also see How a Stock options Agreement works and many more. 𝐈𝐧𝐭𝐫𝐨𝐝𝐮𝐜𝐭𝐢𝐨𝐧 𝐭𝐨 𝐒𝐭𝐨𝐜𝐤 𝐁𝐚𝐬𝐞𝐝 𝐂𝐨𝐦𝐩𝐞𝐧𝐬𝐚𝐭𝐢𝐨𝐧 --------------------------------------------------------------------- Stock options allow the employees to buy certain shares at a predetermined price. These options are allocated only for specific employees. These options are different from other options. 𝐇𝐨𝐰 𝐚 𝐒𝐭𝐨𝐜𝐤 𝐎𝐩𝐭𝐢𝐨𝐧𝐬 𝐀𝐠𝐫𝐞𝐞𝐦𝐞𝐧𝐭 𝐖𝐨𝐫𝐤𝐬? ---------------------------------------------------------------- We will take an example, lets say Sr executive of the company to whom the company has given the stock options of around 3000 shares. And the company will allow him to exercise his options only after 3 years. That shows how a company can use the vesting period as a motivation for the employee to stay with company. 𝐓𝐚𝐱𝐚𝐛𝐢𝐥𝐢𝐭𝐲 𝐨𝐟 𝐒𝐭𝐨𝐜𝐤 𝐎𝐩𝐭𝐢𝐨𝐧𝐬 ------------------------------------------ Mainly there are 2 types of Stock Options. They are: 𝟭. 𝗡𝗼𝗻 𝗤𝘂𝗮𝗹𝗶𝗳𝗶𝗲𝗱 𝗦𝘁𝗼𝗰𝗸 𝗼𝗽𝘁𝗶𝗼𝗻𝘀: These options are also referred as Non-Statutory Stock Options. These options are open for taxability. In simple words we can say these options are taxable. 𝟮. 𝗜𝗻𝗰𝗲𝗻𝘁𝗶𝘃𝗲 𝗦𝘁𝗼𝗰𝗸 𝗼𝗽𝘁𝗶𝗼𝗻𝘀: These options are also referred as Incentive share options or qualified share options. But these options get tax benefits. That means no tax is applicable for these options. 𝐄𝐱𝐚𝐦𝐩𝐥𝐞 𝐨𝐟 𝐍𝐨𝐧 𝐐𝐮𝐚𝐥𝐢𝐟𝐢𝐞𝐝 𝐒𝐭𝐨𝐜𝐤 𝐨𝐩𝐭𝐢𝐨𝐧𝐬 ---------------------------------------------------------------- Lets think that a employee gets non qualified stock options. And this option allows him to buy 200 shares of his company at a predetermined price i.e of $35. Now, the day the employee exercises his option, he will be eligible for tax. And the market price is $40 at the time of exercise. Now the tax will be based on the difference between the predetermined price & price at which the option holder exercises the option. In this case it is $(40-35)*200 = 1000 To know more about Stock Based Compensation, you can go this 𝐥𝐢𝐧𝐤 𝐡𝐞𝐫𝐞: https://www.wallstreetmojo.com/share-stock-based-compensation-expense/
Views: 640 WallStreetMojo
Compensation: Stock Options
 
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Congrats on that new job offer! Here's what you may want to consider if you're set to receive company equity. Kevin Mahoney is the founder & CEO of Illumint, which offers virtual, fee-only financial guidance for millennial parents. For more info, check out illumintadvisors.com. You also can connect with Kevin on: FACEBOOK https://www.facebook.com/illumintadvisors TWITTER https://twitter.com/illumintCEO INSTAGRAM http://instagram.com/illumint YOUTUBE http://www.youtube.com/illumint Video Transcript Hey everyone! I’m Kevin Mahoney, the founder of Illumint, and I’m outside the WeWork space in D.C.’s Shaw neighborhood to talk a little bit about company stock options. Earlier this week, I reviewed another form of equity, RSUs, which typically don’t involve quite the same complexity as stock options. Unlike the “promise” of RSUs, stock options give you a right to buy company shares at a price and time that your employer sets -- this ISN’T an automatic acquisition. Stock options require you to make a purchase… with your own money. What else about stock options differs from RSUs? Well, you may still be able to exercise your stock options for some period of time if you leave your company, which could remove a barrier to job mobility that RSUs create. If your stock option is an “incentive” stock option (or ISO), you may not owe taxes immediately. For the other type of stock option, a non-qualified stock option, that won’t be the case -- taxes will be due upon exercise. You can see how this decision-making process starts to become complex and stressful. For people who are just convinced that their company will become as valuable as Amazon, thoughts of getting wildly rich off stock options begin to cloud their thinking. Yet, even rational folks are still stuck trying to evaluate their company’s future prospects, and whether their stock options represent a good deal. And almost everyone tends to tense up staring at the legal documents that outline your stock option terms. Stock options may feel particularly perplexing to buy-and-hold investors who prefer index mutual funds or ETFs. In this case, your company essentially is offering you an opportunity to gamble, which directly conflicts with your typical approach to investing. You would be putting your own money in a single company stock, with no assurance that the company will survive, let alone grow substantially in value. But what if the company does succeed? Fair enough -- it’s an exciting possibility, and you’re in some position (however minor) to play a role in that success. For this reason, I wouldn’t often suggest that people forego their stock options entirely. Instead, consider excising a portion of your options, based on how much of your savings you’re able and willing to lose.
Views: 35 Kevin Mahoney, CFP
Restricted Stock (Accounting For Issuing & Forfeiture, Unearned Compensation & Expense, FMV)
 
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Accounting for restricted stock issued and forfeiture where the vesting requirements are not met, Restricted stock plans transfer shares of stock to employees with the agreement the shares cannot be sold, transferred or pledged until vesting occurs, the shares are subject to forfeiture if the conditions of vesting are not met, issuing restricted stock as common stock is based on the fair value of the stock at the time of issuing, the fair value of the stock is expensed as compensation expense over the service (vesting) period, the associated account is unearned compensation (deferred compensation expense) is a contra equity account, if the vesting requirements are not met the compensation expense to date has to be reversed & unearned compensation is reduced to zero, this is the case where Corp-A Restricted-Stock Plan, example On (1/1/X1) Corp-A issues 5,000 shares (C/S) as Restricted Stock to its Chief Excecutive Officer (CFO): 1-Stock's fair value $60/share, $5 par on issue date (1/1/X1), 2-Related service period 4-years for restricted stock, 3-Vesting occurs if CFO stays with the company 4-years, 4-On (3/1/X3) the CFO leaves the company, forefeits stock, Corp-A Restricted-Stock Plan, vesting never occurred because the CFO left the company before the service requirement was met (4-yr vesting required), detailed accounting by Allen Mursau
Views: 7973 Allen Mursau
Restricted Stock Vesting
 
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Discussion of vesting with restricted stock that founders (and sometimes employees) of startups receive. Not entirely pertinent to vesting options. http://www.calstartuplawfirm.com/business-lawyer-blog/restricted-stock.php and http://www.calstartuplawfirm.com/business-lawyer-blog/standard-restricted-stock-terms.php
Views: 36 Bryan Springmeyer
Issuing Equity to Employees: Stock Options and Restricted Stock for Founders and Employees
 
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Before issuing equity to employees, you need to be aware of the potential consequences. Sure equity is a tool to hire top talent, but how much equity you give — and to whom — is not a decision to be entered into lightly. For information about issuing equity — and help slicing up the equity pie — check out this presentation from Annie Webber from Legal Hero (www.legalhero.com) and David Ehrenberg from Early Growth Financial Services (www.earlygrowthfinancialservices.com).
Views: 908 EarlyGrowth
Examples E16-11 & E16-14: Stock Options & Restricted Stock | Intermediate Accounting | CPA Exam FAR
 
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Stock options, convertible securities, convertible preferred stock, conversion feature, book value method, fair value, induced conversion, convertible debt warrants, stock warrants, proportional method, incrementable, stock options, stock warrant, paid-in capital, detachable, nondetachable warrant. stock rights, preemptive right, preemptive privilege, stock option, compensation expense, restricted stocks, unearned compensation, employee stock purchase plan, grant date, exercise date, exercise price
Offset Restricted Stock Units (RSUs) Tax Impact at Vesting
 
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Offset Restricted Stock Units (RSUs) Tax Impact at Vesting New Shares Sell new shares that vest as soon as allowable. Your shares are taxed at vesting so if you are able to sell them before any major price movements, there should be negligible tax consequences. Read More @ www.levelupfinancialplanning.com/restricted-stock-unit-rsus-strategy-guide/
Views: 253 Lucas Casarez
Should Boards Reconsider the Benefits of Stock Options?
 
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Host: TK Kerstetter Guest: Jamie McGough, Partner, Meridian Compensation Partners In the early 2000s, stock options were clearly the incentive of choice. Accounting rule changes and investor pressures have pushed stock options out of favor; restricted stock awards now seem to take their place in pay plans. Why, then, do private equity firms—who are often among the largest and certainly the most involved investors—still use stock options among their portfolio companies? Jamie McGough, a partner with Meridian Compensation Partners, makes his case on why the use of stock options has diminished and why he thinks companies might want to reconsider stock option plans in their executive pay packages.
How Restricted Stock (RSUs) is Taxed
 
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This video explains how shares of restricted stock (RSUs) are taxed. PERCENSION WEALTH ADVISORS, LLC IS A REGISTERED INVESTMENT ADVISOR FIRM (RIA). ANY MATERIAL PRESENTED IS FOR INFORMATIONAL PURPOSES ONLY AND DOES NOT INTEND TO MAKE AN OFFER FOR THE PURCHASE OR SALE OF ANY SPECIFIC SECURITIES INVESTMENT, PRODUCT, SERVICE OR STRATEGY. IT DOES NOT REPRESENT FINANCIAL ADVICE. INVESTMENTS INVOLVE RISK AND UNLESS OTHERWISE STATED, ARE NOT GUARANTEED. CONSULT A QUALIFIED FINANCIAL ADVISER, TAX PROFESSIONAL, INSURANCE AGENT, LOAN OFFICER OR LICENSED ATTORNEY BEFORE IMPLEMENTING ANYTHING DISCUSSED HEREIN. ANY REFERENCES TO PERCENSION WEALTH ADVISORS, LLC AND ITS MEMBERS THROUGH SOCIAL MEDIA ARE NOT TESTIMONIALS AND SHOULD NOT BE REPRESENTED AS SUCH. PERCENSION® is a registered trademark of Percension Wealth Advisors, LLC.
Restricted Stock Purchase Agreement
 
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What is an RSPA? What does it mean to reverse vest founders shares? Why would I choose to do this? Does it provide protection for me, my co-founders, investors, or my company? What incentives does it introduce? Should I include this at company formation?
Views: 4949 Quatere
Stock options VS Restricted stocks compensation plans
 
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This project was creaed
Views: 91 Nadia Schwartz
NSO vs. ISO Stock options - Which stock option plan is best?
 
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NSO vs. ISO Stock options - Which stock option plan is best? Understand the difference, who can receive the options and the tax implications of both Non qualified stock options and Incentive Stock option plans and which is right for your company. See more Social Media for Julie Merrill: Facebook: http://www.facebook.com/paddleboardingcpa Instagram: https://instagram.com/paddleboardingcpa Website: http://www.juliemerrill.me Podcast: http://www.thepaddleboardingcpa.com Blog: http://www.thepaddleboardingcpa.com/blog DISCLAIMER: The information provided in this video is for informational purposes only. In no way, was the information provided meant to be professional, legal, tax or accounting advice. Links may contain affiliate and sponsored links.
Cap’n Cashbags: Time to Grant Restricted Stock
 
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Cap’n Cashbags – a CEO – hoping to get his grant of stock options soon.
Views: 238 CorporateAffairs.tv
Determining Basis in Employee Stock Options
 
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A stock option is a contract issued by an employer to an employee to purchase a set amount of shares of company stock at a fixed price for a limited period of time. There are two broad classifications of stock options issued: non-qualified stock options (NQO) and incentive stock options (ISO). Rules for determining basis in employee stock options are discussed in this lecture video. Topics Covered * Identification of the different types of employee stock options * Qualifying and disqualifying dispositions of employee stock options and ESPPs * Calculating basis in stock acquired through employee stock purchase plans * Compensation rules relating to ESPPs and NQOs * Restricted stock, including RSUs and RSAs * Benefits and procedures for making a Section 83(b) election You can purchase the manual for this course for $0.99 at http://pnwtaxschool.com/oc-catalog/all/section-1083?keywords=basis Pacific Northwest Tax School is approved by the following organizations as a provider of continuing education: * The IRS * NASBA QAS (NASBA Sponsor #109290), * Oregon Tax Board, * The Texas State Board of Public Accountancy (Texas Sponsor #009794) * The New York State Board for Public Accountancy (Sponsor License #002479) You can receive 3 hours of CE by enrolling in this course at http://pnwtaxschool.com/oc-catalog/all/section-969?keywords=basis. The cost of the course is $50. Terms of use Pacific Northwest Tax School's course materials and teaching techniques are valuable proprietary information of Pacific Northwest Tax School, and all such information is subject to copyright, including written, recorded, internet based as well as all other electronic media. Each Student agrees that she/he will use the information only for purposes of education and training; and as a condition of enrollment, that they will not disseminate the information to any third party and will treat the materials as confidential information of Pacific Northwest Tax School. As a condition of enrollment, Students pledge not use any information in any competitive fashion, including to create or derive competitive materials. Students further agree that any breach of these terms and conditions shall cause the school irreparable harm, entitling Pacific Northwest Tax School to injunctive relief, as well as any other remedy that may be available at law or equity. Students shall have twelve months from date of enrollment in any continuing education course, to successfully complete the course and receive their Certificate of Completion.
Stock Options vs RSU | Are they Both Same? | Know the Top Differences!
 
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In this video on Stock Options vs RSU, we are going to look at definition and top differences between Stock Options vs RSU. 𝐖𝐡𝐚𝐭 𝐢𝐬 𝐒𝐭𝐨𝐜𝐤 𝐎𝐩𝐭𝐢𝐨𝐧𝐬? --------------------------------------- As part of salaries, the stock options is offered to high - performing workers. 𝐖𝐡𝐚𝐭 𝐢𝐬 𝐑𝐒𝐔(𝐑𝐞𝐬𝐭𝐫𝐢𝐜𝐭𝐞𝐝 𝐒𝐭𝐨𝐜𝐤 𝐔𝐧𝐢𝐭𝐬)? ---------------------------------------------------------------- The restricted stock unit is given to maintain the organization's exceptional employees. 𝐒𝐭𝐨𝐜𝐤 𝐎𝐩𝐭𝐢𝐨𝐧𝐬 𝐯𝐬 𝐑𝐒𝐔 𝐊𝐞𝐲 𝐃𝐢𝐟𝐟𝐞𝐫𝐞𝐧𝐜𝐞𝐬 ------------------------------------------------------------------- #1 - In stock options, payment during settlement is always stock. Whereas, cash or stock may be the payment during settlement in case of RSU. #2 - In case of stock options dividend is paid.Whereas , dividend is not paid in case of RSU. If you want to know top differences between 𝐒𝐭𝐨𝐜𝐤 𝐎𝐩𝐭𝐢𝐨𝐧𝐬 𝐯𝐬 𝐑𝐒𝐔, you can visit the 𝐥𝐢𝐧𝐤 𝐩𝐫𝐨𝐯𝐢𝐝𝐞𝐝 𝐡𝐞𝐫𝐞:- https://www.wallstreetmojo.com/stock-options-vs-rsu/ Subscribe to our channel to get new updated videos.Click the button above to subscribe or click on link below to subscribe - https://www.youtube.com/channel/UChlNXSK2tC9SJ2Fhhb2kOUw?sub_confirmation=1
Views: 65 WallStreetMojo
Employee Stock Options: Core Aspects To Know
 
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Understand the fundamentals of employee stock options to make the most of these grants, with expert insights in this video from the editor-in-chief of http://www.myStockOptions.com. This video covers key concepts, such as vesting, exercise methods, option term, impact of job termination and other life events, and the wealth building potential of employee stock options.
Views: 8831 myStockOptions
Stocks & Mutual Fund Investments : What Advantages Does Restricted Stock Have Over Stock Options?
 
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The advantages of restricted stock over stock options mainly have to do with the upfront cost of purchasing a stock option. Be aware of the restrictions associated with selling off restricted stock with advice from an investment manager in this free video on stock options. Expert: Gregory Bramwell-Smith Bio: Gregory Bramwell-Smith is the relationship and portfolio manager at Bramwell-Smith Associates. Filmmaker: David Pakman
Views: 331 ehowfinance
The difference between restricted stock awards an restricted stock units
 
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This video provides a basic understanding of the differences between restricted stock awards an restricted stock units. This short video by Theresa Oatman, CEP, can provide an easy to understand explanation of the difference between the two.
Views: 232 StockConnections
What happens to stock options after an IPO?
 
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What can happen to your vested or unvested stock options or restricted stock units (RSUs) after a company goes public? Kristin McFarland is a CERTIFIED FINANCIAL PLANNER™ professional and wealth advisor at Darrow Wealth Management, a second generation fee-only wealth management firm. While based in the greater Boston area, we are able to work with executives and professionals across the United States and even overseas. Learn more: https://darrowwealthmanagement.com/ The material contained in this video is for general information only and should not be construed as the rendering of personalized investment, legal, accounting or tax advice.
Views: 966 Darrow Wealth
Stock Options vs RSU – The Ultimate Guide
 
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Learn the The Ultimate Guide on Stock Options vs RSU! Get a FREE BONUS eBook 'RSI 80-20 " | Download Now: https://hubs.ly/H0bmVZL0 Join our community of traders: https://tradingstrategyguides.com/ /// We teach Scalping strategies, Day Trading Strategies, Swing Trading Strategy, and Beginner Strategies. We focus on all markets like Forex, Stocks, Options, and Cryptocurrency. All of our trading strategies can be found on our blog here: https://tradingstrategyguides.com/blog/ // Helpful Links (Free Bonus Strategies) Gann Fan Trading Strategy for Day Traders: https://report.tradingstrategyguides.com/best-gann-fan-trading-strategy Support and Resistance Strategy for Swing Traders: https://report.tradingstrategyguides.com/best-support-and-resistance-trading-strategy-free-pdf-strategy Best MACD Trading Strategy for Beginners: https://report.tradingstrategyguides.com/macd-trading-strategy Bitcoin Guide: https://report.tradingstrategyguides.com/best-bitcoin-strategy-guide How to Trade Elliot wave for beginners: https://report.tradingstrategyguides.com/rsi-80-20-trading-strategy-3-2 Triple S Scalping Strategy: https://report.tradingstrategyguides.com/simple-scalping-system Best 3 Indicators Strategy: https://report.tradingstrategyguides.com/big-three-strategy-optin Short Term Trading Strategy: https://report.tradingstrategyguides.com/best-short-term-trading-strategy // Live Training Sign Up (Free Training Being Taught by our Traders) How to Trade With Fibonacci Indicator Training: https://report.tradingstrategyguides.com/fibonacci-golden-zone-live-training RSI 80-20 5 Step Training Series: https://report.tradingstrategyguides.com/rsi-80-20-training-strategy // Follow us on Social Media Like us on Facebook: https://www.facebook.com/TradingStrategyguides Follow us on Twitter: https://twitter.com/TradeGuidesTSG Please Subscribe to our channel!
How Restricted Stock (RSUs) Work
 
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This video highlights restricted stock units (RSUs), describing what they are, how vesting works and the benefits of owning them. PERCENSION WEALTH ADVISORS, LLC IS A REGISTERED INVESTMENT ADVISOR FIRM (RIA). ANY MATERIAL PRESENTED IS FOR INFORMATIONAL PURPOSES ONLY AND DOES NOT INTEND TO MAKE AN OFFER FOR THE PURCHASE OR SALE OF ANY SPECIFIC SECURITIES INVESTMENT, PRODUCT, SERVICE OR STRATEGY. IT DOES NOT REPRESENT FINANCIAL ADVICE. INVESTMENTS INVOLVE RISK AND UNLESS OTHERWISE STATED, ARE NOT GUARANTEED. CONSULT A QUALIFIED FINANCIAL ADVISER, TAX PROFESSIONAL, INSURANCE AGENT, LOAN OFFICER OR LICENSED ATTORNEY BEFORE IMPLEMENTING ANYTHING DISCUSSED HEREIN. ANY REFERENCES TO PERCENSION WEALTH ADVISORS, LLC AND ITS MEMBERS THROUGH SOCIAL MEDIA ARE NOT TESTIMONIALS AND SHOULD NOT BE REPRESENTED AS SUCH. PERCENSION® is a registered trademark of Percension Wealth Advisors, LLC.
YRL  - All About Restricted Stock Units - Katie Brewer, CFP®
 
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This video is all about restricted stock units Hi. I’m Katie Brewer, CFP® and I started Your Richest Life because I believe that busy individuals working to balance their professional and personal lives should have access to a financial coach who specializes in what they need. When you’re a professional under 50, you’re juggling a high-intensity job along with the demands of life and family. Financial planning can easily fall to the wayside, but there isn’t a better time for you to be making financial strides. Whether you’re a doctor, an attorney, a project manager, or an IT and business professional, I understand your struggle to make time for your finances, and I’d like to help. I work with you to relieve money-related stress by helping you clarify your goals, identify and eliminate obstacles to those goals, and create an action plan to achieve them. I provide comprehensive financial coaching through fee-only services. Since I don’t sell any products, I am free of the conflicts of interest that can arise from those arrangements. I have only one person to answer to for the work I do – you! Together, we will develop a plan to put you in charge of your financial future. You don’t have to feel afraid about your money when you are in control of it! If you’d like to talk to me about financial planning for Gen X and Y, please set up a FREE consultationwith me so you can get started on Your Richest Life. http://yourrichestlifeplanning.com/schedule/ https://www.facebook.com/yrlplanning https://twitter.com/KatieYRL https://www.linkedin.com/in/katiebrewercfp/ https://plus.google.com/103862608623552610653 http://yourrichestlifeplanning.com/contact
Views: 507 Your Richest Life
Overexposure to Employer Stock: Sell RSUs
 
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Stock options are a common cause of overexposure to employer stock. This video explains the benefits of selling RSUs as they vest. Find out more on my blog post: http://www.levelupfinancialplanning.com/restricted-stock-unit-rsus-strategy-guide/
Views: 57 Lucas Casarez
Start-Ups Using Restricted Stock to Attract and Retain Emplo
 
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Professor Gordon Klein describes how this gives firms an edge. Visit UCLA Anderson School of Management http://www.anderson.ucla.edu/ Click here for more faculty videos from UCLA Anderson School of Management http://www.anderson.ucla.edu/x17273.xml
Views: 1303 UCLA

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