Understanding How Your Stock Options and Grants Are Taxed

Practice Areas

Individuals should vary their tax planning strategies based on the type of stock option award they receive. Join Chugh CPAs, LLP Partner and CPA Kislay Banka for an overview of different stock option awards, and which tax strategies work best for each. Business Development and Outreach Manager Neha Mahajan hosts.

During this event, Kislay covers critical topics like when different stock awards become taxable, which award you should negotiate for with your employer, who qualifies to save money with the 83(b) election, how qualified small business stock can benefit you, and more.

Learn more about some of the most common stock awards, including:

  • Restricted stock.
  • Incentive stock options (ISOs).
  • Non-qualified stock options (NSOs).
  • Restricted stock units (RSUs).
  • Employee stock purchase plans (ESPPs).