August Continuing Education: Dividing Equity Compensation in Divorce

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Includes a Live Web Event on 08/19/2025 at 1:00 PM (EDT)

August 19, 2025 1PM

Join our August 19 webinar with Jacki Roessler covering RSUs, challenges in divorce, and the methods for handling the division of RSUs after the date of divorce.

Topics Covered:

What Are RSUs?

  • RSUs are a form of compensation issued to employees as company shares that vest over time.
  • They are not taxed or transferrable until vested, making them more complex than other assets in divorce.

Challenges in Divorce:

  • Valuing RSUs at different vesting stages
  • Treatment as marital property versus income for purposes of child support and spousal support
  • Marital vs. separate property considerations
  • Timing of taxation and liquidity events

Methods for Handling the Division of RSUs after Date of Divorce: Often involves the employee-spouse holding the RSUs in their name and delivering a share of the proceeds to the non-employee spouse when the RSUs vest and are sold.

Legal and Financial Tools:

  • Tax considerations
  • Role of a financial neutral or CDFA® in modeling potential outcomes

Key Takeaways:

  • RSUs require careful analysis—treating them like other stock or cash assets leads to unfair settlements.
  • Language in the Judgment of Divorce can provide a flexible and fair solution, but must be clearly written and legally enforceable.
  • Collaboration between attorneys, financial experts, and tax professionals is essential.

Jacqueline Roessler

CDFA®

Roessler Divorce Consulting

Jacki has been assisting clients and their attorneys as a Certified Divorce Financial Analyst® since 1996. She is passionate about helping individuals, couples and attorneys navigate the complex financial decisions and issues in divorce.  Whether it’s assisting clients in understanding their assets, cash flow, retirement account divisions and tax issues or helping their attorneys understand how to divide RSUs, Stock Options and complex retirement plans, Jacki’s experience, in-depth expertise and empathy make her an invaluable resource in your case.

Divorce brings emotional and financial complexity—but it doesn’t have to bring conflict. As a Certified Domestic Relations Mediator, Jacki specializes in helping couples reach clear, balanced agreements that serve both parties’ long-term interests. With a strong foundation in financial mediation and a commitment to neutrality, she creates a structured, respectful space where difficult conversations lead to practical solutions. From asset division and support arrangements to future planning, she helps people make informed decisions that reflect their shared priorities and individual needs.

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Dividing Equity Compensation in Divorce
08/19/2025 at 1:00 PM (EDT)  |  60 minutes
08/19/2025 at 1:00 PM (EDT)  |  60 minutes
CFP CE Credit
1 Question
1 Question If you would like to receive CE credit for CFP Board, please provide your CFP number. Please note IDFA only reports CFP Continuing Education Credits to CFP Board of Standards for US CFP Professionals.
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CE Credits Offered
1.00 CE credit  |  Certificate available
1.00 CE credit  |  Certificate available