Webinar Recording: Q1 Tax Planning Strategies for Executives

44:55

First-quarter bonuses and equity vesting can create unexpected tax liabilities when standard withholding falls short. In this webinar, Principal Joshua Norman, JD, explores practical Q1 tax planning strategies, including safe harbor rules, estimated tax payments, and equity compensation considerations for RSUs, ISOs, and NSOs. Learn to identify time-sensitive actions that may help you avoid underpayment penalties and better align your withholding with your actual tax obligations.

Originally presented January 28, 2026

This webinar is for informational/educational purposes only and does not constitute tax, legal, or investment advice. Please consult your tax professional regarding your individual circumstances.