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.
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