United States: Taxation Of Stock Options And Restricted Stock: The Basics And Beyond
Last Updated: August 13 2015

Start Time: Sep 3, 2015 3:00 PM ET
End Time: Sep 3, 2015 4:30 PM ET

Location Details: Online
Event Type: Webcast
Recommended CPE Credits: 1.5
Audience: Professionals who grant or receive equity awards

Contact: Julia Dolinsky
Phone: +1 202 521 1516
Email: julia.dolinsky@us.gt.com

Program Content:

Stock options and restricted stock are an important part of most executive pay packages, but few employees seem to understand the tax implications. Complex rules determine when and how stock awards translate into taxable income, and the consequences of a misstep can be severe.

This webcast will use case studies to explore the basic tax treatment of incentive stock options (ISOs), nonqualified stock options and restricted stock. We will also delve into more-complex issues, including Section 83(b) elections, dividends from equity awards and how ISOs can generate alternative minimum tax (AMT).

Learning Objectives:

  • Illustrate the operation of stock options and restricted stock through case studies
  • Describe the tax treatment of incentive stock options, nonqualified stock options and restricted stock for employees
  • Analyze more-complex tax issues including dividends paid on restricted stock, Section 83(b) elections and AMT

Featured speakers:

  • Jeff Martin, senior manager, Washington National Tax Office, Washington, D.C.
  • Eric Myszka, director, Compensation and Benefits Consulting, Chicago, Illinois.
  • Rebecca Calvo, manager, Compensation and Benefits Consulting, Houston, Texas.


Recommended Field of Study: Taxes
Program Level: Overview
Prerequisite: None
Delivery Method: Group-internet


If you have any questions or encounter any difficulties while enrolling, please contact technical support via phone at +1 877 398 9939, via email at GTWebcast@level3.com, or visit our webcasting frequently asked questions page.

If you have any questions regarding CPE credit, please contact CPE support via phone at +1 630 396 5831, via email at CPEEvents@us.gt.com, or visit our webcast CPE information page.

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