Tax Planning for Equity Compensation: Know Enough to be Dangerous

This presentation will cover various tax characteristics of equity compensation, including ISOs, NQOs, RSUs, and Restricted Stock. It will include real-life examples of client situations drawn from our experience advising hundreds of clients through liquidity events and will provide advisors with tips for how to avoid tax landmines associated with equity comp tax reporting.

Learning Objectives 

• Understand how the most common forms of equity compensation are taxed. 
• Understand when the most common forms of equity compensation are taxed. 
• Learn how tax reporting on equity compensation provides a unique opportunity for  advisors to provide value and ensure accuracy.