Our Compensatory Stock Options course is designed to help you understand the different types of stock option before scheduling your advisory session. The first video presents a general overview and then each subsequent video goes into more detail on each of the primary types.
Be sure to watch all 5 videos, even if you do not currently receive one or more of the option types.
Following the last module, you will be asked to complete a short questionnaire to help our team prepare for a productive advisory meeting and tailor the session to your specific circumstances.
Rudy Murdock from our Tax Team explains how RSUs work, vesting requirements, the 83B election, tax events, employer tax coverage, withholding tactics, holding periods, capital gain treatment, and more.
After watching this video, move on to the next module: Non-Statutory Stock Options (NSOs)
Join Ernie in this informative video covering non-statutory stock options (NSOs) and their tax implications. Ernie dives into the mechanics of NSOs, explaining how they grant employees the right to purchase stock at a fixed or discounted price, the importance of vesting requirements, and the tax treatment upon exercise.
He also covers withholding strategies, selling options, capital gain treatment, and the need for meticulous recordkeeping and personalized guidance.
When complete, move on to the next module: Incentive Stock Options (ISOs)
In this video, Ernie helps you understand the mechanics of ISOs, including their qualification under IRS Section 422B for preferential tax treatment, exercise procedures, AMT considerations, and withholding tactics.
He emphasizes the importance of recordkeeping for tax purposes and offers insights into planning considerations for maximizing tax efficiency with ISOs.
After watching the video, move on to the final module in this series: Employee Stock Purchase Plan (ESPPs)
In this final video, we’ll cover how Employee Stock Purchase Plans (ESPPs) differ from other types of stock options.
ESPPs allow employees buy company stock at a discount through payroll deductions, often with favorable tax treatment. Unlike stock options, ESPPs don’t require exercise decisions or upfront costs, making them more accessible and broadly offered.
When you have finished this course, please complete this questionnaire. Once we receive your questionnaire, our team will reach out to schedule your Compensatory Stock Options advisory meeting.
