Self-Study

Max the Tax: Equity Compensation

  • Wednesday, May 1, 2024 – Wednesday, April 30, 2025

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  • 1.00
    CREDITS
    Taxes

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.).

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 §83(b) election

Highlights

  • 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

Additional Information

Designed For

Accounting professionals and anyone needing foundational information related to equity compensation

Vendor

Surgent

Advanced Preparation

None

Credits

1.00 Taxes

Prerequisite

None

Course Number

2432887

Level of Knowledge

Basic

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