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Sophisticated Tax Planning for Your Wealthy Clients 2016


1 - Welcome and Introductions & Stock Option and Restricted Stock Taxation: The Basics and Beyond


Nov 10, 2016 8:00am ‐ Nov 10, 2016 9:25am

Standard: $49.00

Description

This session will use case studies to explore the basic and advanced tax treatment of incentive stock options, non-qualified stock options and restricted stock. The session will:
  • Illustrate the operation of stock options and restricted stock through case studies
  • Describe the tax treatment of incentive stock options, non-qualified stock options and restricted stock
  • Analyze complex tax issues, such as dividends on restricted stock, Section 83(b) elections and AMT

Speaker(s):

  • Eddie Adkins, CPA, Retired Partner, Grant Thornton LLP
  • Martin Finn, CPA/PFS, J.D., LL.M. (Taxation), Founding Partner, Lavelle & Finn, LLP

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