Webinar Recording: It's Stock Plan Tax Season and We're Here to Help
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Tax Reporting Requirements: W-2 vs 1099
Clarification of the difference between forms W-2 and 1099, avoiding double-counting income.
Explanation of IRS forms related to Incentive Stock Options (ISOs) and Employee Stock Purchase Plans (ESPP).
State Reporting Responsibilities & Mobility
Importance of state-specific reporting requirements, employee mobility considerations, and communication between payroll and equity teams.
Private Companies: ISOs vs Non-qualified Stock Options
Key differences between Incentive Stock Options (ISOs) and Non-qualified stock options, and related tax implications.
The Importance of 83(b) Elections
Explanation and guidance on 83(b) elections, including the recent official IRS form and implications for early employees.
Alternative Minimum Tax (AMT) for ISOs
Overview of AMT implications for employees exercising ISOs and the importance of calculating AMT.
Public Companies & Supplemental Reporting
Understanding supplemental reporting for public company employees, particularly related to ESPPs, cost basis, and avoiding double taxation.
The difference between providing educational resources and giving tax or financial advice; best practices for employers.
Explanation of tender offers for private companies, tax implications for employees, and the importance of proactive tax planning.