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TAX2203P
Taxation of Employee Stock Options
Date
October 26, 2022
Rewarding employees with company stock ownership has blossomed over recent years across various business sectors. 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 know how to report your client's various transactions and how to advise them on tax-advantaged strategies.
Learning Objectives
- Identify the different kinds of stock options.
- Identify when and how to use a Section 83(b) election.
- Identify the interplay of AMT and the Minimum Tax Credit for ISOs.
- Identify useful planning strategies to use when advising clients.
- Analyze the Section 83(i) election rules and when to apply them.
Speaker
Owner, Karen Brosi, EA, CFP, a LLC
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