Tax Planning for Equity Compensation: Know Enough to be Dangerous

This session 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 experience advising hundreds of clients through liquidity events and will provide participants with tips on how to avoid tax landmines associated with equity compensation tax reporting.

Learning Objectives:

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