TAX2518
Taxation of Employment Incentives (including Stock Options, etc)
Date
June 12, 2025
The taxation of employee compensatory stock options can be quite complex. Proper planning in this arena can also be filled with potential traps. This fast paced session will help you fully understand the different tax rules for the entire alphabet soup of options: RSUs, NQs, ISOs and ESPPs. You'll also take away detailed examples of how to correctly report these transactions on your clients' tax returns.
Learning Objectives
- Define and identify the various types of employee stock options.
- Understand and master the taxation of the different kinds of options.
- Explore planning tips for your clients with stock options.
Speaker
Owner, Karen Brosi, EA, CFP, a LLC
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