Meeting Details

Tuesday, July 12, 2016
11:30 am - 1:30 pm

Topic:

Equity Compensation: Understanding Complex Taxation Issues
with Equity Compensation

Speaker(s):
Alan Watters, CPA, Managing Partner
Krohn+Company

Thank You to Our Meeting Sponsor:
 

Program Description:
In the Bay Area, we’re bound to run into various forms of stock options for us to analyze and translate for our clients. Alan Watters will run through tax planning strategies for equity compensation—from a refresher on understanding the taxation of the individual elements of RSUs, NQSOs and ISOs to more advanced planning including AMT situations, potential hazards and planning for years with volatile income.

1)      Components of equity compensation and organizational techniques
          a. Taking an inventory
          b. Authoritative Documents
          c. Tips and tricks to identification
2)      Understanding the taxation of the individual elements (RSU, NQSO, ISO)
         a. Comparison of Restricted Stock Units and Non-Qualified Stock Options
         b. Understanding the mechanism and impact of AMT with Incentive Stock Options (ISOs)
         c. Qualifying vs Disqualifying Dispositions of ISOs
         d. Weighing the benefits of potential Long-Term Capital Gain treatment against the immediate
             risks of AMT
3)      Case studies
          a. Diversifying RSUs in a tax-efficient manner
          b. ISO exercises in pre-IPO years
          c. ISO exercises in IPO years
4)      Planning
          a. Review prior tax returns
          b. Potential hazards
          c. Planning for AMT situations
          d. Planning for years with significant and volatile income

Speaker Bio:
Alan Watters, CPA, Managing Partner
Krohn+Company
Alan Watters is the managing partner at Krohn+Company, CPAs. He has over 15 years of experience working with families and businesses in the Bay Area. He has previously taught accounting and tax courses at Richland College. He currently leads the equity compensation team at the firm to create creative and effective tax planning and compliance strategies for start-up founders and executives.

Meeting Agenda:
11:30 am - Registration & Networking
12:00 pm - Announcements & Sponsors 
12:15 pm - Presentation 
1:15 pm - Q & A    
1:30 pm - Closing Remarks

You may register online after July 8, 2016, however, you will be charged the Regular Registration price. Online registration closes at midnight, July 10, 2016.

*This topic has been approved by the CFP Board for 1.0 hour of CE credit.