Reviewing the Tax Nuances of Stock Incentive Plans

The May 2024 Tax & Estate Planning Knowledge Circle will be held on Tuesday, May 21st at 2 pm ET.

Knowledge Circle host Claire Thornton will be presenting, "Reviewing the Tax Nuances of Stock Incentive Plans."

During this Knowledge Circle where Claire will be covering core tax concepts related to stock incentive plans. In this session, we will review qualifying vs non-qualifying dispositions of ISOs, when ordinary income is triggered on NQSOs, AMT rules, and cover the fundamentals of §IRC 83(b) and (i) elections.

As a Senior Financial Planner with Apella Wealth, ClaireThornton CFP® works with women experiencing formative life transitionsincluding the loss of a partner, navigating windfalls, and planning growingcareers and families. Claire also holds her EA and earned her Master of Sciencein Taxation from Golden Gate University. She is also an avid FPA volunteerthrough pro bono work, the Tax & Estate Knowledge Circle, and ProgramsChair of her local Orange County chapter.