Stock Comp Tax Masterclass, Part 1: The Essentials

myStockOptions.com

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