Meeting/Event Information
Dayton Host: STOCK OPTIONS, RSUs, ESPP, 83b and 83i Elections
Description of Event / Meeting:
STOCK OPTIONS:RSUs, ESPP, 83b and 83i Elections
Learn the difference between ISO and NSO stock options, LLC equity benefits, RSUs-Restricted Stock Units, RSAs-Restricted Stock Awards, and ESPP-Employee Stock Purchase Plans. Gain confidence in determining if stock options are ISOs or NSOs and which tax treatment applies. Execute and advise clients on 83b Elections for restricted stock and restricted LLC equity benefits plus the new 83i Election. Tax planning for clients for timing exercise, sale, and AMT issues for benefits.
Learning Objectives:
- Understand the various employee stock benefits and their tax treatment.
- Determine which Stock options are ISOs or NSOs and what factors affect this determination.
- Learn applicable reporting and basis considerations for each type of option or stock award.
- Evaluate 83b and 83i elections, tax treatment and pros & cons.
- Develop tax planning and other strategies to maximize benefits for clients.
2 CEUs
Speaker:
Jane Ryder, EA, CPA, is a nationwide professional educator. She writes and speaks on many income tax, business compliance, accounting, and tax representation topics. Jane has been providing tax preparation, accounting services, and tax collection resolution services since 1980. She runs a San Diego CPA firm, Brass Tax Ryder Professional Group, Inc., and consult with colleagues on tax matters, audits, and business planning.
Program Number: 7WJAF-T-00372-26-O
If you have questions, please contact Mary Seeley, at 937-508-7217 or [email protected]
Tickets
$15.00 Member pricing
$35.00 Non-member pricing
