Equity Compensation: Taxation and Planning
Total Credits: 1.0 including 1.0 Taxes - Technical
- Average Rating:
- Not yet rated
- Faculty:
- Hunter Coday
- Course Levels:
- Intermediate
- Duration:
- 50 minutes
- License:
- Product Setting: Expires 90 day(s) after program date.
Tags: TXCPA Produced
Description
Equity Compensation: Taxation and Planning - July 8, 2024
Overview
This presentation will discuss various types of equity compensation plans and their features, including stock options, grants, restricted stock, and stock purchase plans. Tax characteristics and implications of owning employer stock will be covered in depth, along with other planning considerations to help maximize tax-efficiency.
Designed For
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- All CPAs
- Individuals who have equity compensation or want to learn more about it.
Major Topics
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- Equity Compensation, Employer Stock, Tax Planning, Financial Planning
Learning Objectives
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- Understand the differences between equity compensation plans available.
- Learn key terms associated with equity compensation plans.
- Understand the taxation of the various types of plans.
- Discuss tax planning opportunities and principles associated with employer stock.
Prerequisites
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- None
Advanced Preparation
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- None
Level of Knowledge
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- Intermediate – basic understanding of equity compensation and the code needed.
Faculty
Hunter Coday Related Seminars and Products
As an Associate Advisor, Hunter oversees the day-to-day relationship with his clients, addressing their financial advisory needs, participating in client meetings, and servicing their accounts. Prior to joining Goodman Financial, Hunter attended Texas Tech University’s Personal Financial Planning program where he was able to prepare for a role in financial planning through volunteering in programs such as Red to Black® Peer Financial Coaching, Knowledge Empowering You Outreach, and serving as a student ambassador. During his time at Texas Tech, Hunter also had the privilege to complete an internship with another Houston-based investment advisory firm where he was able to gain valuable experience learning the day-to-day workings of a financial advisor in Houston.