Event Description

Liam, a public relations executive, needs expert advice regarding equity compensation options he has received. Liam researched key topics but needs the participant’s help to validate his findings. Then, participants will review various equity compensation scenarios and advise on the most appropriate tax planning strategies available (e.g., 83(b) election, etc.).

Designed For

Accounting professionals and anyone needing foundational information related to equity compensation

Objectives

Understand the tax consequences of equity awards and compensation Distinguish between qualified and disqualified dispositions of Employee Stock Purchase Plans Determine when it is appropriate to make a Sect 83(b) election

Major Subjects

Stock grants, including Restricted Stock Awards (RSAs), Restricted Stock Units (RSUs), and Performance Share Units (PSUs) Stock options and rights, including Incentive Stock Options (ISOs), Non-Qualified Stock Options (NQSOs), Stock Appreciation Rights (SARs), and phantom awards Employee Stock Purchase Plans (ESPPs) Equity awards and partnerships S corporations

Prerequisites

None

Instructions

None