In this session we will analyze the various types of stock incentives that may be granted to employees including: Incentive Stock Options (ISOs), Employee Stock Purchase Plans (ESPPs), Non-qualified Stock Options (NQSOs), and Restricted Stock Units (RSUs).

Learning Objectives:

  • Identify the type of equity compensation received. 
  • Determine if there is taxable income in the current year and correctly report the income as ordinary or capital gain. 
  • Calculate the cost basis of stock sold. 
  • Make accurate AMT adjustments and determine the type of withholding used for RSUs

Education Information

IRS Program Number: NMVBP-T-00204-22-O

Length: 100 minutes plus optional question-and-answer session (no CE)

Prerequisite: None

Advanced Preparation: None

Program Level: Basic

Delivery Method: Online Webinar/Group Internet Based

Field of Study: NASBA Taxes; IRS Federal Tax Law Topics/Federal Tax Related Matters

Credit Hours: 2 CE/CPE

Instructor: Kelly Lent-Paul EA, CFP®, MBA  Click here to learn more about the instructor.

All continuing education credit is provided through Gregory & Associates, Inc. which is doing business as Compass Tax Educators. Click here to learn more about our education policies.

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