Events & webcasts

 
 
 

Register

 
 

Event type:

WEBCAST

 

Event location:

Online

 

Recommended CPE Credits:

1.5

 

Event audience:

Tax professionals

 


Event contact details:

 
 

 
 
 

Stock options, restricted stock and RSUs: The basics and beyond

 

 

 

Event Description 

 

Stock options, restricted stock and restricted stock units (RSUs) are an important part of most executive pay packages, but few employees seem to understand the tax implications. Complex rules determine when and how stock awards translate into taxable income, and the consequences of a misstep can be severe. For example, vesting of one type of award may trigger income, while vesting does not for other awards.  

 

This webcast will use case studies to explore the basic tax treatment of nonqualified stock options, incentive stock options (ISOs), restricted stock and RSUs. We will also delve into more-complex issues, including Section 83(b) elections dividends from equity awards.

 

 

Date and time

Wednesday February 08, 2023 02:00 PM ET - 03:30 PM ET

 

 

Recommended CPE credits

1.5

 

 

Learning objectives

  • Illustrate the operation of stock options and restricted stock through case studies
  • Describe the tax treatment of incentive stock options, nonqualified stock options, restricted stock and RSUs
  • Distinguish restricted stock from RSUs
  • Analyze more-complex tax issues including dividends paid on restricted stock and RSUs and Section 83(b) elections
 

Speakers:

 

 

 

 

Recommend field of study

Taxes

 

 

Program level

Overview

 

 

Prerequisite

N/A

 

 

Delivery method

Group - Internet

 

 

 

If you have any questions or encounter any difficulties while enrolling, please contact technical support via email at webcastCOE@us.gt.com, or visit our webcasting frequently asked questions page

 

If you are experiencing problems viewing or listening to an event, please review the event help guide that provides minimum requirements and frequently asked questions.

 

If you have any questions regarding CPE credit, please contact CPE support via email at CPEEvents@us.gt.com, or visit our webcast CPE information page.

 
 

Get inspired and stay informed

Upcoming webcasts: Tomorrow’s success starts here

 

Browse our schedule of upcoming webcasts to leverage the latest thinking from Grant Thornton’s subject matter experts to grow your business today and tomorrow. Learn more about CPE credits and review answers to commonly asked questions in our Webcast FAQ.

 
 

On-demand webcasts are ready when you are

Missed a webcast? Rewind and replay to catch up on your favorite webcasts

 

If you missed out on one of our webcasts or just want to revisit one of your favorites, it’s time to turn up the volume and click replay. In less than an hour, you will gain new insights and perspectives that will help set your organization up for success today and tomorrow. Catch up on our webcasts whenever, wherever. Simply choose an archived webcast that’s right for you, follow the relevant link, register for the replay and launch the presentation. The time is now to watch, learn and act.