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Stock Comp Tax Masterclass, Part 1: The Essentials

myStockOptions.com

May 1, 2025
On-Demand
Webinar

This webinar on stock compensation tax essentials, covering core topics with plentiful examples and infographics, will be given by Bruce Brumberg (JD), the editor-in-chief and co-founder of myStockOptions.com and a Forbes.com contributor. Bruce is a highly respected expert who presents these topics in a practical, memorable, and engaging way.

TOPICS COVERED, INCLUDING EXAMPLES AND INFOGRAPHICS

  • 4 core tax essentials
  • NQSO taxation: 5 core rules
  • ISOs: special features and rules
  • ISO taxes: 8 critical aspects
  • Alternative minimum tax (AMT), calculation, credits, and more
  • ISO compared to NQSO taxation
  • Restricted stock and RSUs: 12 must-know rules
  • Tax differences between RSUs and restricted stock
  • Section 83(b) elections: 7 rules
  • Tax-qualified ESPPs: key features and tax rules
  • Nonqualified ESPPs: main tax features
  • Timelines: when taxes triggered; withholding or not; taxes paid
  • Checklist and summary table on stock comp and ESPP taxation

More Information, How to Register