Ep. 209 | Smart Moves with Employee Stocks
Download MP3In this episode of the podcast, co-hosts John Tripolsky and Chris Picciurro welcome Julie Merrill, CPA, to delve deep into the intricacies of employee stock options and the 83B election. This episode seeks to demystify the process of managing equity compensation with a focus on tax implications. Julie, an authority on the subject, shares her seasoned insights into how recipients of stock options should navigate this often confusing territory.
Throughout the conversation, Julie explains the various types of equity compensation, including stock options, restricted stock units (RSUs), and employee stock purchase plans (ESPPs), providing valuable insights on when and how taxation occurs. The dialogue places special emphasis on the 83B election, a choice many employees face upon receiving stock options, especially in the startup ecosystem. With her humorous anecdotes and practical advice, Julie provides clarity on the critical timelines and tax considerations involved, ensuring that listeners walk away with a solid understanding of how to effectively manage their equity compensation and tax liability.
83(b) Election Guide
https://www.83bguide.com
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Wealth Builders Mortgage Group
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STUDIO SPONSOR
Strategic Associates
π https://teachingtaxflow.com/studio
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π Apple Podcasts https://apple.co/3ZkyEtX
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Throughout the conversation, Julie explains the various types of equity compensation, including stock options, restricted stock units (RSUs), and employee stock purchase plans (ESPPs), providing valuable insights on when and how taxation occurs. The dialogue places special emphasis on the 83B election, a choice many employees face upon receiving stock options, especially in the startup ecosystem. With her humorous anecdotes and practical advice, Julie provides clarity on the critical timelines and tax considerations involved, ensuring that listeners walk away with a solid understanding of how to effectively manage their equity compensation and tax liability.
83(b) Election Guide
https://www.83bguide.com
βΈ»
EPISODE SPONSOR
Wealth Builders Mortgage Group
π https://www.wealthbuildersmortgagegroup.com
STUDIO SPONSOR
Strategic Associates
π https://teachingtaxflow.com/studio
βΈ»
π Spotify https://bit.ly/3KdmtJL
π Apple Podcasts https://apple.co/3ZkyEtX
π Amazon https://amzn.to/4qmdqa5
π iHeart https://bit.ly/iheart-TTF
- (00:00) - Understanding Employee Stock Options and the 83B Election
- (03:22) - Understanding Equity Compensation and the 83B Election
- (05:16) - Understanding Tax Implications of Equity Compensation and 83B Election
- (09:28) - Understanding Stock Options, Vesting, and Early Exercise
- (10:25) - Understanding 83B Elections in Stock Options and Equity
- (13:40) - The Critical Timeline for Filing an 83B Election
- (16:20) - Mortgage Solutions and Equity Compensation Guidance
- (17:44) - Understanding IRS Forms and Stock Option Tax Implications
