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AICPA ENGAGE 2019

TAX1923 - Employee Stock Option Strategies


Jun 13, 2019 10:15am ‐ Jun 13, 2019 11:05am


Standard: $49.00

Description

With a resurgence in technology and other business sectors, rewarding employees with company stock ownership is common. This session will sort through the alphabet soup of options: NSOs, RSUs, ISOs and ESPPs, and study the different tax treatments for each. You’ll come away knowing how to advise your clients on tax-advantaged strategies.

Learning Objectives:

  1. Decipher the different kinds of options
  2. Identify when and how to use a Section 83(b) and 83(i) election
  3. Master the interplay of AMT and the Minimum Tax Credit for ISOs
  4. Gain useful planning strategies to advise your clients

Speaker(s):

  • Karen Brosi, Enrolled Agent, Owner, Karen Brosi, EA, CFP, a LLC
Tags: TAX CFP EA

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