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TAX1923
Employee Stock Option Strategies
Date
June 13, 2019
$49
Standard Price
This product is also available as part of the following products:
This includes sessions from AICPA ENGAGE 2019:
This includes sessions from the conference: Tax Strategies for the High-Income Individual (as part of AICPA ENGAGE 2019)
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:
- Decipher the different kinds of options
- Identify when and how to use a Section 83(b) and 83(i) election
- Master the interplay of AMT and the Minimum Tax Credit for ISOs
- Gain useful planning strategies to advise your clients
Speaker
Owner, Karen Brosi, EA, CFP, a LLC
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