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The profile of the modern executive is changing, and along with that, the way they are compensated. In the past, executives have typically been compensated with restricted stock and Non-Qualified Deferred Comp plans. But in today's landscape executives are often compensated with Incentive Stock Options and often limited opportunities for liquidity. This presentation will review the types of compensation available to executives and how to report it on the tax return. Topics will include Restricted Stock, NQSOs, ISOs, RSUs, 10b5-1 plans, Trading Plans, Deferred Compensation, third party liquidity options, restricted stock and 83b elections, and more.
Learning Objectives:
Identify unique planning opportunities for clients unique compensation challenges at private and public companies
Reviewing the alphabet soup of equity compensation typically granted to executives
Explore how to report these complex transactions on your clients tax returns
Speaker(s):
Shane
Mason,
CPA/PFS, CFP, CPWA, ECA,
Co-Founder,
Brooklyn Fi
AJ
Ayers,
CFP®, EA, CEP, RLP,
Co-Founder,
Brooklyn Fi