Employee stock options are common among highly compensated employees, potentially offering them more upside and favorable tax treatment. However, with no fewer than five different ways to tax these options, many employees are completely unaware of their choices and may cash out their options as soon as they vest, thus eliminating or reducing their tax benefit. In this webinar, we will examine the various methods and techniques available under the Internal Revenue Code to minimize the tax impact of employee stock options and thereby increase after-tax return.
LOs: A) Correctly determine the income tax treatment of employee stock options B) Identify various methods and opportunities to minimize the tax liability associated with employee stock options.
Michael Angell, CFP®, EA is an associate professor at the College for Financial Planning. He obtained his bachelor’s degree in mathematics at Creighton University. His 20+ years of work experience includes banking, insurance, investments, retirement, and estate planning. In addition to his responsibilities at the College, Michael also serves as a private client services advisor with an independent investment firm and is also a federally licensed tax practitioner with a nationally recognized company. You can contact him at firstname.lastname@example.org.