TAX2518. Taxation of Employment Incentives (Including Stock Options and More)

The taxation of employee compensatory stock options can be quite complex. Proper planning in this area 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:

• Identify the various types of employee stock options.
• Determine the taxation of the different kinds of options.
• Analyze planning tips for your clients with stock options.