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Max the Tax: Equity Compensation (MTT8)

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Self-Study SELECT STARTING AT $49 (On Demand)

Downloadable PDF

Credits: 1

Qualifies For: IRS CPE

$49
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Max the Tax: Equity Compensation (MTT8)

  • Customer Rating
    Reviews Not Available.
  • Field of Study
    Taxes
  • Level
    Basic
  • Credits
    1.0
  • Qualifies for

    IRS CPE

Overview

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.). 

Major Topics:

  • 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

Learning 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

Designed for:

Accounting professionals and anyone needing foundational information related to equity compensation 

Prerequisite:

None

Advanced Preparation:

None

Interested in bringing this course into your firm?

PRIVATE WEBINARS AND LIVE ON-SITE COURSES ARE AVAILABLE. LEARN MORE.
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Qualifies for

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