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Event type:
ON-DEMAND WEBCAST
Event location:
Online
Recommended CPE Credits:
Please note: CPE credits are not awarded for webcast replay.
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
Original broadcast Wednesday, February 08, 2023 02:00 PM ET - 03:30 PM ET
Recommended CPE credits
Please note: CPE credits are not awarded for webcast replay.
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:



Jeff Martin
Partner
Washington National Tax Office
Washington, D.C.



Keith Mong
Managing Director
Washington National Tax Office
Washington, D.C.
Recommend field of study
Taxes
Program level
Overview
Prerequisite
N/A
Delivery method
Group - Internet
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