Stock & Option Solutions

Summary

Materials


Everyday administration is hard enough but are there other “taxing” events on your plate? Employees divorcing? Seeing a spike in employee deaths? What documents do you need to ensure that the transactions are processed properly and how do these events affect taxation? As employee populations age, these transactions pop up more and more often. Don’t be caught unprepared! Our expert panel will share tips on the proper taxation of equity transactions related to estates and non-employee former spouses (NEFS).

 

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SOS Educational Webcast

Death & Divorce: Don’t Let These “Taxing” Events Take Their Toll On You
November 3, 2016

(One hour of Certified Equity Professional continuing education credit is available for attending. See the CEPI website for more information on CEP continuing education requirements.)

So Quotable

"Taxation is always a tricky topic, and it becomes more complicated when death and divorce enter the picture. Suddenly rules change and tax withholdings aren’t the same as in everyday exercise or release situations. When a family is grieving or ex-spouses are fighting, the last thing you want to have to do is explain that you didn’t get the taxation right and add to an already difficult situation. We will walk through the taxation and how the rules change and what to do during these difficult times."

- Sorrell Johnson of Stock & Option Solutions