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Employee Stock Options: Taxes
 
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Understand the tax fundamentals of employee stock options to make the most of these grants, with expert insights in this video from the editor-in-chief of http://www.myStockOptions.com. Featuring animated examples, this video covers how taxes are calculated for nonqualified stock options (NQSOs), what types of taxes apply to NQSOs, how withholding works, and capital gains taxes at sale.
Views: 4106 myStockOptions
Stocks & Options Trading: The Best Tax Advice
 
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Free Guide - The 5 Tools I Use To Find Stocks To Trade: http://claytrader.com/lp/Free-Guide-Trading-Tools/?utm_source=social&utm_medium=youtube&utm_campaign=resource%20guide While I am not qualified or licensed to give tax advice when it comes to trading, I do have one thing to advise on in regards to the tax man. If you think I'm being overdramatic in this video, then I'd encourage you to listen to a past podcast episode where the tax man spanked this trader real good. Podcast: http://claytrader.com/podcast/episode008/ The Stock Trading Reality Podcast - http://claytrader.com/podcast/ Join My Private Trading Team - http://claytrader.com/innercircle/ Learn to Use Charts - http://claytrader.com/training/ ClayTrader.com and its employees are not a Registered Investment Advisor, Broker Dealer or a member of any association for other research providers in any jurisdiction whatsoever and we are not qualified to give financial advice. Investing/trading in securities is highly speculative and carries an extremely high degree of risk.
Views: 11820 ClayTrader
NSO vs. ISO Stock options - Which stock option plan is best?
 
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***Subscribe*** NSO vs. ISO Stock options - Which stock option plan is best? Understand the difference, who can receive the options and the tax implications of both Non qualified stock options and Incentive Stock option plans and which is right for your company. Julie Merrill is a CPA and consultant to startup companies. She has been working in the startup community on and off since 2002. See more Social Media for Julie Merrill: Facebook: http://www.facebook.com/juliemerrillcpa/ Twitter: http://www.twitter.com/JulieMerrillCPA Website: http://www.juliemerrillcpa.com Instagram: https://www.instagram.com/juliemerrillcpa/ Snapchat: juliemerrillcpa Terms of Use: http://bit.ly/2eqR84I Disclaimer: This video and any materials referenced or provided by Julie Merrill are in no way meant to be legal or tax advice.
Incentive Stock Options and Non Qualified Options
 
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What is the difference between an Incentive Stock Option (ISO) and a Non-Qualified Option? Do they have different tax implications? When are the handed out and what basic rules pertain to each?
Views: 14927 Quatere
Employee Stock Option Taxes: What You Need to Know
 
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To make the most of stock options, you must understand their taxation. Learn the tax basics of nonqualified stock options (NQSOs) and incentive stock options (ISOs) in this video. If you have both NQSOs and ISOs, it’s important to know the different tax, withholding, and filing rules that apply, which this video explains. With this core understanding, you can maximize the value of each type of grant and avoid overpaying taxes. The video features clear and concise explanations of NQSO and ISO tax rules by the editor-in-chief of myStockOptions.com, along with animated examples.
Views: 2617 myStockOptions
Stock Option Taxation
 
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http://www.nelsonroberts.com/ Subscribe for more: http://bit.ly/2wWJaqc Today, more and more companies are issuing stock options to their employees because this ties employee compensation to the success of the company. I am going to cover the basic taxation of two standard types of options: Incentive Stock Options or ISOs and Nonqualified Stock Options. The main advantage of an ISO is favorable tax treatment; however, there are holding period requirements which must be met. An employee must sell the stock at least two years from the date of grant and one year from the date of exercise in order to have long-term capital treatment on the appreciation. Furthermore, there are Alternative Minimum Tax adjustments at date of exercise and date of sale. For example, let’s say 1,000 ISOs are granted with an exercise price of $10. As long as this is higher than the fair market value of the stock, there will be no taxable income at the date of grant. The employee waits one year to exercise the ISOs while the stock is at $20 resulting in an AMT adjustment of $10,000. One year from the date of exercise, the employee can sell those shares at $30 a share and will receive $20,000 taxed at long-term capital gain tax rates and a negative AMT adjustment of $10,000. If the holding period requirements are not met, the sale is known as a disqualifying disposition and any appreciation is taxed at ordinary income tax rates and the AMT adjustment is reversed. This is essentially how a Nonqualified Stock Option functions. There is no holding period requirement thus all appreciation is taxed at ordinary income tax rates and there are no AMT adjustments. While the preferential tax treatment of ISOs is attractive, there are many factors to consider such as cash required up front to purchase the options, the AMT adjustment potentially resulting in higher taxes in one year and uncertainty of the stock price after the holding period requirement. I encourage you to reach out to a financial advisor or tax professional about your individual situation. Video Produced by Evan Nelson
Views: 1297 Nelson Roberts
Tax Treatment of Options Transactions
 
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Answers to the FAQs about tax reporting of options trades.
Taxation of Stock Options for Employees in Canada
 
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Are you a Canadian employee interested in buying shares within your company? If yes, this video will explain the various stock options that are available to you. 0:35 – 1. What is a stock option? 0:54 – 2. CCPCs (Canadian Controlled Private Corporations) 3:03 – 3. Public Companies Visit our website for more information and tax-related advice: http://madanca.com Follow us on social media Twitter: https://twitter.com/Madan_CA Facebook: https://www.facebook.com/MadanCharter... Instagram: https://www.instagram.com/madanaccoun... Google+: https://plus.google.com/1085518694535... Download any of our free eBooks available on our website: http://madanca.com/free-tax-secrets/ (Including Tax Tips for Canadians, Personal Tax Planning Guide for Canadians: 2014 Edition and 20 Tax Secrets for Canadians) Disclaimer: The information provided in this video is intended to provide general information. The information does not take into account your personal situation and is not intended to be used without consultation from accounting and financial professionals. All figures and dollar amounts are used for example purposes only. Allan Madan and Madan Chartered Accountant will not be held liable for any problems that arise from the usage of the information provided in this video. Music: Perspectives by Incompetech Animation: Created with GoAnimate
Views: 3724 Allan Madan
What are stock options?
 
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An important part of evaluating a startup job offer is understanding your stock options. This week on the Commit, our CEO Brandon Kessler has some great tips that'll get you past the jargon and the hype. Things we'll discuss: stock options, grants, vesting periods, strike price, exercising your options, liquidity events, IPOs, and acquisitions.
Views: 18293 Devpost
Accounting for Stock Options
 
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http://www.accounting101.org Accounting for stock options: this is an example problem about how to account for stock options.
Views: 21767 SuperfastCPA
Stock Options Explained
 
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Correction: At 4:20, the graph in the top left-hand corner is slightly off; for total return, the curve should not intercept at (30,0), but rather should be shifted slightly to the left so that the bend in the line occurs at (30,-2). Sorry for the blunder. Option Pricing Factors: - Underlying stock price (higher = higher call premium, lower put premium) - Underlying stock price volatility [expected] (higher = higher option premium) - Underlying stock dividends (higher = lower call premium, higher put premium) - Option's strike price (higher = lower call premium, higher put premium) - Time until expiration (longer = higher option premium) - Interest rates (higher = higher call premium, lower put premium) Intro/Outro Music: https://www.bensound.com/royalty-free-music Episode Music: http://freemusicarchive.org/music/Podington_Bear/ DISCLAIMER: This channel is for education purposes only and is not affiliated with any financial institution. Richard Coffin is not registered to provide investment advice and as such does not provide recommendations on The Plain Bagel - those looking for investment advice should seek out a registered professional. Richard is not responsible for investment actions taken by viewers.
Views: 44431 The Plain Bagel
Tax Basics for Stock Market Investors!
 
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This video today is about tax basics for stock market investors. Taxes for beginners can be hard to understand but today this tax video should be helpful to any new stock market investor. Taxes explained and stocks go together and now you should know tax basics. Taxes on stocks can either work to your advantage or not. My favorite book on Investing http://amzn.to/2xpcpWs My second Favorite book on Investing http://amzn.to/2cQqPDD My favorite book on business http://amzn.to/2cfY71k My favorite Personal Finance http://amzn.to/2ckIqUE My favorite movie about the stock market http://amzn.to/2cQLLx1 My second favorite movie about the stock market http://amzn.to/2cGyxhL My favorite movie about business http://amzn.to/2cGzLcI Awesome Camera I use http://amzn.to/2cGznuW Professional Microphone I use http://amzn.to/2d5eLh5 Nice affordable Tripod I use http://amzn.to/2cfXPaD Bright lighting set I use http://amzn.to/2cQMw9B Laptop I use to Edit http://amzn.to/2d5dJ4U Camera I use for professional business photography http://amzn.to/2ckGLP6 Drone I use for my Business http://amzn.to/2ctNlAw
Views: 77857 Financial Education
Incentive Stock Options (ISOs): Taxes
 
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Understand the tax fundamentals of incentive stock options (ISOs) to make the most of these grants, explained in this video with the editor-in-chief of http://www.myStockOptions.com. Featuring animated examples, this video covers the alternative minimum tax (AMT), the special tax treatment for ISOs that can result in all long-term capital gains income and no ordinary income on your tax return, what’s needed to get it, what happens when the ISO shares are not held long enough to receive this beneficial tax result, and other key facts to know about ISOs.
Views: 2506 myStockOptions
Employee Stock Options Explained
 
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Follow Hamid, or ask questions from him on Twitter here: https://twitter.com/hamids Hamid Shojaee of Axosoft explains how employee stock options work. Learn more about Axosoft: http://www.axosoft.com
Views: 44693 Axosoft
Exercising (Options)
 
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What does exercising mean? When should I exercise and what is the math involved? What are the basic tax implications?
Views: 15926 Quatere
What is INCENTIVE STOCK OPTION? What does INCENTIVE STOCK OPTION mean?
 
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What is INCENTIVE STOCK OPTION? What does INCENTIVE STOCK OPTION mean? INCENTIVE STOCK OPTION meaning - INCENTIVE STOCK OPTION definition - INCENTIVE STOCK OPTION explanation. Source: Wikipedia.org article, adapted under https://creativecommons.org/licenses/by-sa/3.0/ license. Incentive stock options (ISOs), are a type of employee stock option that can be granted only to employees and confer a U.S. tax benefit. ISOs are also sometimes referred to as incentive share options or Qualified Stock Options by IRS . The tax benefit is that on exercise the individual does not have to pay ordinary income tax (nor employment taxes) on the difference between the exercise price and the fair market value of the shares issued (however, the holder may have to pay U.S. alternative minimum tax instead). Instead, if the shares are held for 1 year from the date of exercise and 2 years from the date of grant, then the profit (if any) made on sale of the shares is taxed as long-term capital gain. Long-term capital gain is taxed in the U.S. at lower rates than ordinary income. Although ISOs have more favorable tax treatment than non-ISOs (aka non-statutory stock option (NSO) or non-qualified stock option (NQO or NQSO)), they also require the holder to take on more risk by having to hold onto the stock for a longer period of time if the holder is to receive optimal tax treatment. However, even if the holder disposes of the stock within a year, it is possible that there will still be marginal tax deferral value (as compared to NQOs) if the holding period, though less than a year, straddles the ending of the taxpayer's taxable reporting period. Note further that an employer generally does not claim a corporate income tax deduction (which would be in an amount equal to the amount of income recognized by the employee) upon the exercise of its employee's ISO, unless the employee does not meet the holding-period requirements. But see Coughlan, Section 174 R&E Deduction Upon Statutory Stock Option Exercise, 58 Tax Law. 435 (2005). With NQSOs, on the other hand, the employer is always eligible to claim a deduction upon its employee's exercise of the NQSO. Additionally, there are several other restrictions which have to be met (by the employer or employee) in order to qualify the compensatory stock option as an ISO. For a stock option to qualify as ISO and thus receive special tax treatment under Section 421(a) of the Internal Revenue Code (the "Code"), it must meet the requirements of Section 422 of the Code when granted and at all times beginning from the grant until its exercise. The requirements include: The option may be granted only to an employee (grants to non-employee directors or independent contractors are not permitted), who must exercise the option while he/she is an employee or no later than three (3) months after termination of employment (unless the option holder is disabled, in which case this three-month period is extended to one year. In case of death the option can be exercised by the legal heirs of the deceased until the expiration date). The option must be granted under a written plan document specifying the total number of shares that may be issued and the employees who are eligible to receive the options. The plan must be approved by the stockholders within 12 months before or after plan adoption.
Views: 1400 The Audiopedia
Taxes and Trading - tastytrade Talks Taxes For Traders
 
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How do I qualify and opt to elect trader status? How Do I Write Off My Losses? What is the biggest change in tax laws that traders should be worried about in 2013? We answer all these questions and more in our Taxes and Trading segment with Mike Atias on tastytrade.com!
Views: 20714 tastytrade
Tax Deduction Tips : Stock Options Tax Tips
 
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Got stock options? It can be tricky to file them in your tax return. Get tips for doing so in this free video clip about tax deductible items. Expert: Tom Choisnet Bio: Tom Choisnet has been in self-employed tax practice for over 40 years, and he has been an enrolled agent since 1968. He has prepared over 35000 tax returns. Filmmaker: Nili Nathan
Views: 1554 expertvillage
Personal Finance, ISO Options, AMT Taxes, Startup Equity
 
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I wanted to talk about taxes, all of our favorite topic! Ok, not really. But ISO Options and AMT Taxes might affect you if you happen to work for a start-up like I do. This could be really important to your personal finances, especially the alternative minimum tax part. Facebook: https://www.facebook.com/zrokids/ Instagram: https://www.instagram.com/zro_kids/ Twitter: https://twitter.com/DanielHurlbert Subscribe: https://www.youtube.com/danielhurlbert
Views: 767 Normal Guy Supercar
The budget and tax treatments of stock options
 
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Mackenzie tax vp Carol Bezaire on the budget?s changes to tax treatment of stock options
Views: 9 National Post
Income tax implications for stock market traders, futures and options
 
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Few get in to stock market trading, margin money, futures and options without knowing the impact of those on income tax. A simple effort to explain the same
Views: 497 Shivakumara Swamy
Ep 145: Tax Basics and Tips for Stock Market Traders & Investors
 
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Ep 145: Tax Basics and Tips for Stock Market Traders & Investors ★ SUMMARY ★ Coming Soon Posted at: http://tradersfly.com/2017/07/ep-145-tax-basics/ ★ REGISTER FOR A FREE LIVE CLASS ★ http://bit.ly/marketevents ★ GETTING STARTED RESOURCE FOR TRADERS ★ http://bit.ly/startstocksnow * Please note: some of the items listed below could and may be affiliate links ** * Trading Software / Tools * Scottrade: http://bit.ly/getscott SureTrader http://bit.ly/getsuretrader TC2000: http://bit.ly/gettc2000 TradeKing: http://bit.ly/gettradeking TradeStation: http://bit.ly/getstation ★ SHARE THIS VIDEO ★ https://youtu.be/TGMS_UbQbhs ★ SUBSCRIBE TO MY YOUTUBE: ★ http://bit.ly/addtradersfly ★ ABOUT TRADERSFLY ★ TradersFly is a place where I enjoy sharing my knowledge and experience about the stock market, trading, and investing. Stock trading can be a brutal industry especially if you are new. Watch my free educational training videos to avoid making large mistakes and to just continue to get better. Stock trading and investing is a long journey - it doesn't happen overnight. If you are interested to share some insight or contribute to the community we'd love to have you subscribe and join us! FREE 15 DAY TRIAL TO THE CRITICAL CHARTS - http://bit.ly/charts15 GET THE NEWSLETTER - http://bit.ly/stocknewsletter STOCK TRADING COURSES: - http://tradersfly.com/courses/ STOCK TRADING BOOKS: - http://tradersfly.com/books/ WEBSITES: - http://rise2learn.com - http://criticalcharts.com - http://tradersfly.com - http://backstageincome.com - http://sashaevdakov.com SOCIAL MEDIA: - http://twitter.com/criticalcharts/ - http://facebook.com/criticalcharts/ MY YOUTUBE CHANNELS: - TradersFly: http://bit.ly/tradersfly - BackstageIncome: http://bit.ly/backstageincome
Taxation of Stock Options for Employees in Canada
 
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GTA Accounting Professional Corporation is a chartered professional accounting firm Toronto specializing in a wide range of services including but not limited to corporate tax returns, financial statements, tax auditing, international and real estate tax and advisory services. 304-3410 Sheppard Ave East Toronto, Ontario, M1T 3K4 https://gtaaccounting.ca/ +1 (416) 900 3826 +1 (800) 993 0633 [email protected]
Views: 73 GTA Accounting
Stock Options & Taxes 1A:  Non-Qualified Options
 
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One of a series of 4 videos about employee stock options. This video covers non-qualified or non statutory options and the tax ramifications.
Views: 2163 Philip Fiegler
Taxation Of Stock Options For Employees In Canada
 
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Getting to know what you should about taxation of stock options for employees in Canada is not very difficult. Spare a few moments to find out all you need to know. Follow us on Twitter - https://twitter.com/Madan_CA Like us on Facebook - https://www.facebook.com/MadanCharteredAccountant Add us on Google Plus - https://plus.google.com/u/1/108551869453511666601/posts Download any of our free eBooks available on our website: http://madanca.com/free-tax-secrets/ (Including Tax Tips for Canadians, Personal Tax Planning Guide for Canadians: 2014 Edition and 20 Tax Secrets for Canadians) Table Of Contents 0:11 – Introduction 0:53 – Stock options in CCPC’s 0:52 – What is a CCPC? 1:17 – Do I have to include CCPC stock options in my income? 1:41 – Do I have to pay tax on CCPC shares at the time of exercise, or the sale of the shares? 2:22 – What is the 50% deduction? 2:55 – Stock options in public companies 3:04 - Do I have to pay tax on public shares at the time of exercise, or the sale of the shares? 4:09 – The 50% deduction, public companies 5:00 – Cash out options for public companies Disclaimer: The information provided in this video is intended to provide general information. The information does not take into account your personal situation and is not intended to be used without consultation from accounting and financial professionals. Allan Madan and Madan Chartered Accountant will not be held liable for any problems that arise from the usage of the information provided in this video.
Views: 3141 Allan Madan
Stock Options & Taxes 1B -- RSUs
 
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One of a series of 4 videos on different types of employee stock options and the tax facts. This clip is about Restricted Stock Units (RSUs).
Views: 2891 Philip Fiegler
Employee Stock Options Tax Reporting -- Introduction
 
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A brief introduction to a series of 4 videos which will explain 4 types of employee stock options and the related information for understanding tax reporting.
Views: 1734 Philip Fiegler
Tax Information for Stock Market Investors | Stocks, Options, and Dividends
 
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Tax Information for Stock Market Investors | Stocks, Options, and Dividends In this video, I will provide the tax information and how you get more knowledges about taxes. I made the video on several parts and the first part is about stock taxes and the rules about it. One of the other parts include option taxes and I explain as well that information. Lastly, the last thing is about dividend taxes and even though it might seem simple, it becomes a little complicated. The video Is about taxes for investors and I explained some confusion they might had. Basically, the video is about tax basics and some of the advantages. Taxes on stock were explained regarding the long and short term investments. You can start managing individually the stocks and taxes and make strategic moves. In addition, taxes on option work very much the same way. For example with taxes and option you can make the same transactions and get the same result. Now for taxes on dividend is a little bit different. The reason is that taxes and dividends play different since dividends are paid on certain dates. So, I ended up covering most of the tax basic for stock market investors and how you can maximize your profits. I also gave several examples regarding short term capital gain. Also, I provided some examples on long term capital gain. I also covered the obscure topic of qualified dividend and what makes you qualify for that. Rules are important. That is one of the reason why I gave the wash sale rule since the IRS implemented that rule to avoid tax holes. At the end of the video, I gave several tax tips for individual investors about the stocks, options and dividends. I also mentioned several tax deferred plans and programs you might get some tax breaks. Make sure that you shares this video Tax information for stock market investors if you found it helpful, I’d appreciate it. The link to obtain the IRS tax guide is https://www.irs.gov/pub/irs-pdf/p17.pdf Remember, you can subscribe to the Financial information channel regarding the stock market, personal finance and how to make money online. SUBSCRIBE: http://bit.ly/FinancialinfoYT Robinhood APP FREE Stock Trading►http://bit.ly/FinancialRobinhood TOP 3 Investing Books: ►#1 http://amzn.to/2qLWwa5 ►#2 http://amzn.to/2raYxfU ►#3 http://amzn.to/2raZMfh Financial Information on Social Media: FACEBOOK ➡️ https://www.facebook.com/fin.information/ INSTAGRAM ➡️ https://www.instagram.com/fin_information/?hl=en TWITTER ➡️ https://twitter.com/Fin_information WEBSITE ➡️ https://fininformation.com/ ---------Equipment Used To Shoot This Video ------- Camera ➡️ http://amzn.to/2pjTJQO Lens ➡️ http://amzn.to/2nZevVt Tripod ➡️ http://amzn.to/2pjOgtt Tripod Head ➡️ http://amzn.to/2nZuovp Microphone ➡️ http://amzn.to/2ooQQRB Lighting ➡️ http://amzn.to/2nwHRhX DISCLAIMER: This video and description contains affiliate links, which means that if you click on one of the product links, I’ll receive a small commission. This helps support the channel and allows us to continue to make videos like this. Thank you for the support! DISCLAIMER: I do not provide personal investment advice and I am not a qualified licensed investment advisor. All information found here, including any ideas, opinions, views, predictions, forecasts, commentaries, suggestions, or stock picks, expressed or implied herein, are for informational, entertainment or educational purposes only and should not be construed as personal investment advice. While the information provided is believed to be accurate, it may include errors or inaccuracies. I will not and cannot be held liable for any actions you take as a result of anything you read and/or view here.
Views: 2813 Financial Information
Stock Options & Taxes 1D -- Incentive Stock Options (ISOs)
 
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One of a series of 4 videos about employee stock options. Learn the tax ramifications and things to watch out for with respect to Incentive Stock Options, ISOs.
Views: 2410 Philip Fiegler
2019 CPA Regulation Exam-Employee Stock Options-CPAexamTutoring.com
 
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The 2019 CPA REG Exam requires a candidate to know the taxation of employee stock options. Enjoy this upload and then go to CPAexamTutoring.com and get on I-75 with a 30 day renewable Subscription to the "Video Bundle" and "Test Software". Find out why Darius Clark is the "King Maker" and also check EBAY for weekly specials. “I passed REG for first try because of your tax videos. I’m international student and no tax background”. Thanks Liu “Darius, I passed my REG exam, all thanks to your great videos, before this I used your FAR videos too for preparation. I am done with my all CPA Exams. You are doing a great service to students and make exam looks awfully easy. Thanks once again and I wish you all the best in your pursuit of making future CPA’s .” Gurv “Hi Darius! Wanted to let you know I passed my REG exam with an 80!!! It’s the highest I’ve passed a CPA exam with. You brought my score up 16 points from my last attempt on REG! Thank you so much!! Sue “Hi Darius, I passed REG with a 79! I was so excited to finally have my first exam down and couldn’t have gotten over the hump without you! I am now studying for BEC to take in May. Jerene “Darius, Great news- I PASSED REG! I took the exam on Jan 27, but I didn’t get my score back until yesterday… Kerri Hi Darius, Thanks for your assistance. After two attempts of REG using another popular CPA review provider, I decided to give your Video a trial am glad to inform you that I made REG. Rotimi Darius, Got my Reg score!! Got an 84. Expected a 94 but this works too. I just wanted to say Thank You to you because your material helped me so much. I have passed all 4 sections now and I can finally relax a bit. Thanks and Happy Holidays !!! Anton Hey Darius! I wanted to let you know I made a 90 on REG!! Thank you so much for your help!! Ashley
Views: 1146 Darius Clark
Determining Basis in Employee Stock Options
 
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A stock option is a contract issued by an employer to an employee to purchase a set amount of shares of company stock at a fixed price for a limited period of time. There are two broad classifications of stock options issued: non-qualified stock options (NQO) and incentive stock options (ISO). Rules for determining basis in employee stock options are discussed in this lecture video. Topics Covered * Identification of the different types of employee stock options * Qualifying and disqualifying dispositions of employee stock options and ESPPs * Calculating basis in stock acquired through employee stock purchase plans * Compensation rules relating to ESPPs and NQOs * Restricted stock, including RSUs and RSAs * Benefits and procedures for making a Section 83(b) election You can purchase the manual for this course for $0.99 at http://pnwtaxschool.com/oc-catalog/all/section-1083?keywords=basis Pacific Northwest Tax School is approved by the following organizations as a provider of continuing education: * The IRS * NASBA QAS (NASBA Sponsor #109290), * Oregon Tax Board, * The Texas State Board of Public Accountancy (Texas Sponsor #009794) * The New York State Board for Public Accountancy (Sponsor License #002479) You can receive 3 hours of CE by enrolling in this course at http://pnwtaxschool.com/oc-catalog/all/section-969?keywords=basis. The cost of the course is $50. Terms of use Pacific Northwest Tax School's course materials and teaching techniques are valuable proprietary information of Pacific Northwest Tax School, and all such information is subject to copyright, including written, recorded, internet based as well as all other electronic media. Each Student agrees that she/he will use the information only for purposes of education and training; and as a condition of enrollment, that they will not disseminate the information to any third party and will treat the materials as confidential information of Pacific Northwest Tax School. As a condition of enrollment, Students pledge not use any information in any competitive fashion, including to create or derive competitive materials. Students further agree that any breach of these terms and conditions shall cause the school irreparable harm, entitling Pacific Northwest Tax School to injunctive relief, as well as any other remedy that may be available at law or equity. Students shall have twelve months from date of enrollment in any continuing education course, to successfully complete the course and receive their Certificate of Completion.
Employee Stock Options | Compensation Expense | Accounting
 
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In this video, we look at Stock options and Share-based compensation in detail. We will also see How a Stock options Agreement works and many more. 𝐈𝐧𝐭𝐫𝐨𝐝𝐮𝐜𝐭𝐢𝐨𝐧 𝐭𝐨 𝐒𝐭𝐨𝐜𝐤 𝐁𝐚𝐬𝐞𝐝 𝐂𝐨𝐦𝐩𝐞𝐧𝐬𝐚𝐭𝐢𝐨𝐧 --------------------------------------------------------------------- Stock options allow the employees to buy certain shares at a predetermined price. These options are allocated only for specific employees. These options are different from other options. 𝐇𝐨𝐰 𝐚 𝐒𝐭𝐨𝐜𝐤 𝐎𝐩𝐭𝐢𝐨𝐧𝐬 𝐀𝐠𝐫𝐞𝐞𝐦𝐞𝐧𝐭 𝐖𝐨𝐫𝐤𝐬? ---------------------------------------------------------------- We will take an example, lets say Sr executive of the company to whom the company has given the stock options of around 3000 shares. And the company will allow him to exercise his options only after 3 years. That shows how a company can use the vesting period as a motivation for the employee to stay with company. 𝐓𝐚𝐱𝐚𝐛𝐢𝐥𝐢𝐭𝐲 𝐨𝐟 𝐒𝐭𝐨𝐜𝐤 𝐎𝐩𝐭𝐢𝐨𝐧𝐬 ------------------------------------------ Mainly there are 2 types of Stock Options. They are: 𝟭. 𝗡𝗼𝗻 𝗤𝘂𝗮𝗹𝗶𝗳𝗶𝗲𝗱 𝗦𝘁𝗼𝗰𝗸 𝗼𝗽𝘁𝗶𝗼𝗻𝘀: These options are also referred as Non-Statutory Stock Options. These options are open for taxability. In simple words we can say these options are taxable. 𝟮. 𝗜𝗻𝗰𝗲𝗻𝘁𝗶𝘃𝗲 𝗦𝘁𝗼𝗰𝗸 𝗼𝗽𝘁𝗶𝗼𝗻𝘀: These options are also referred as Incentive share options or qualified share options. But these options get tax benefits. That means no tax is applicable for these options. 𝐄𝐱𝐚𝐦𝐩𝐥𝐞 𝐨𝐟 𝐍𝐨𝐧 𝐐𝐮𝐚𝐥𝐢𝐟𝐢𝐞𝐝 𝐒𝐭𝐨𝐜𝐤 𝐨𝐩𝐭𝐢𝐨𝐧𝐬 ---------------------------------------------------------------- Lets think that a employee gets non qualified stock options. And this option allows him to buy 200 shares of his company at a predetermined price i.e of $35. Now, the day the employee exercises his option, he will be eligible for tax. And the market price is $40 at the time of exercise. Now the tax will be based on the difference between the predetermined price & price at which the option holder exercises the option. In this case it is $(40-35)*200 = 1000 To know more about Stock Based Compensation, you can go this 𝐥𝐢𝐧𝐤 𝐡𝐞𝐫𝐞: https://www.wallstreetmojo.com/share-stock-based-compensation-expense/
Views: 307 WallStreetMojo
The Basics Of Non-qualified Stock Options And Tax Repercussions
 
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This one minute video with Certified Equity Professional Theresa Oatman gives a brief synopsis of non-qualified stock options and what happens when they are exercised. The do work differently than incentive stock options and qualified stock options so learning the difference can save you a headache and help you make the right decision.
Views: 7167 Gloopt
When to Cash Out on RSUs
 
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Stock Options and RSUs are part of some compensation plans as an incentive to help the company succeed. As these asset vehicles vests, the amount of stock you hold in your company grows. There are real money assets and should be treated as part of your total portfolio. Most would agree that you should have less than 10% of your total invest-able portfolio in one single company. If you let the assets vest over time, this may grow over sized and is generally a good idea to reduce the exposure and invest in other areas with the cash generated. Audible Free Audiobook Trial: http://www.audibletrial.com/BeatTheBush GameFly: http://www.gameflyoffer.com/beatthebush Patreon: http://www.patreon.com/BeatTheBush My Equipment: Peas in a Pod: http://amzn.to/1o0O9SX Canon 5D3: http://amzn.to/2e8cwuV Canon 24-70mm Lens: http://amzn.to/2du7A5D Audio-Technica DSLR Mic: http://amzn.to/2eBuPXp Semi-Portable: Canon G7x Mark II Creator Kit: http://amzn.to/2nKdkNU Portable: GoPro Hero Camera: http://amzn.to/2er4H3S GoPro Stabilizer from Feiyu Tech: http://amzn.to/2gaW3ci ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ My Channels: https://www.youtube.com/BeatTheBush https://www.youtube.com/BeatTheBushDIY
Views: 7520 BeatTheBush
Qualifying Holding Periods for Incentive Stock Options: Tax Planning, Segment 6
 
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Geoff Zimmerman, CFP, Senior Advisor for Mosaic Financial Partners, Inc., discusses the basics of stock options in this recording from a webinar hosted by Mosaic Financial Partners. To qualify for long-term capital gains treatment, a stock option must be held for at least 2 years and at least one year since the option has been exercised. This is in line with the fact that any stock or equity holding must be held for at least a year to be classified as a capital gain for tax purposes. When a company issues ISOs to an employee, the employee must wait until the units are vested before exercising them and selling them. They should keep these rules about holding periods in mind in order to maintain a lower tax rate. If an investor is using an option hedging strategy, when they sell and cover options, the short-term sale will be classified as regular income. Regular income taxes are usually higher than capital gains taxes, especially for higher income brackets.
Deferred Taxes and Stock Options
 
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Training on Deferred Taxes and Stock Options by Vamsidhar Ambatipudi
Restricted Stock Units (RSUs)
 
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http://www.nelsonroberts.com/ Subscribe for more: http://bit.ly/2wWJaqc If you’re compensated in company stock, the alphabet soup of ISOs, NQSOs, RSUs, ESPP can be confusing to say the least. Today, I’m going to cover Restricted Stock Units or RSUs which have become a common way for established companies to compensate their employees, however, many people don’t understand the tax implications and risks associated. RSUs, also called Stock Awards, tie a component of employee compensation to the success of the stock. They are subject to a vesting schedule which provides an incentive for an employee to stay with the company as unvested shares are forfeited at the termination of employment. For example, Lindsey is granted 400 RSUs with an annual vesting schedule of 25% of the grant. At the end of the first year, she receives 100 shares, or one quarter of the shares granted. An additional 100 shares vest each year thereafter. If she were to leave the company any unvested shares would be forfeited. At the time of vesting, the RSU shares become common shares and are transferred to Lindsey. The market value of those RSU shares is taxed to her just like ordinary income. The company will often withhold a portion of the vested RSUs to pay the tax liability based on her withholding rates. If she holds the shares, her tax basis will be the prevailing market value per share at the date of vesting. Once sold, the proceeds will be subject to capital gains holding period and tax rates. Many people don’t understand that the decision to hold on to RSUs after vesting is the equivalent of a decision to purchase stock in the company at the current price. For Lindsey, the exposure to her company in the form of both employment and future RSU vesting may be sufficient for her financial objectives and diversification may be prudent. I encourage you to consult a financial advisor about your individual situation. Nameless Warning - You're Worth It: http://youtu.be/dtHli5Y2E14
Views: 16415 Nelson Roberts
Stock Options & Taxes 1C - Employee Stock Purchase Plans (ESPP)
 
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One of a series of 4 videos about employee stock options. Learn about Employee Stock Purchase Plans and what you need to know for tax purposes.
Views: 2187 Philip Fiegler
How to Expense Stock Options Under ASC 718
 
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So you’ve issued stock options and now it’s time to record the expense. If this is your first time dealing with ASC 718 and expensing stock options, then you are likely a bit confused by all the jargon. I want to help fix that! By the time you get to the end of this video, my goal is to have you conversationally competent around stock option expensing.
Views: 1041 Capshare
Stock Options (in French)
 
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In this French spoken video KPMG defines a stock option and explains the the benefits and risks involved when an employee chooses a stock option plan. The guest speaker also looks at the tax structure for holders of stock options, as well as insights into the scheme and how people can best put their stock options to use.
Views: 1420 KPMG Belgium
What is an incentive stock option?  Segment 5
 
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Geoff Zimmerman, CFP, Senior Advisor for Mosaic Financial Partners, Inc., discusses the basics of stock options in this recording from a webinar hosted by Mosaic Financial Partners. In this video the discussion revolves around what are Incentive Stock Options, also known as ISOs, and how they differ from Non-Qualified Stock Options in definition and tax treatment. These were very common during the high tech boom of the late 1990’s. The main difference between these restricted stock units and Non-Qualified Stock Options is the way they are treated for tax purposes. When using the Ordinary Method of tax calculation : • Bargain Element is not taxed • No mandatory payroll withholding • Qualified for Long Term Capital Gains tax, with prescribed holding period When using the Alternative Minimum Tax to compute: • Bargain Element is taxed as income • Payroll taxes apply Remember, the Bargain Element, is the difference between the strike price and the market value of the underlying stock. Alternative Minimum Tax is a parallel method of tax computation. Which form of tax calculation you use depends upon a variety of factors.
Incentive Stock Options And How They Affect Your Tax Obligations
 
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This one minute video by Theresa Oatman provides the basics on what employees and employers need to know about a common benefit, incentive stock options. This benefit can affect your taxes differently depending on when you cash in the shares. If the shares are held at least two years from the day they are granted, there are no income tax consequences for the employee. The game changes if the shares are cashed in sooner. In this case, the gain is taxed as regular income on their yearly W2 form.
Views: 163488 Gloopt
What are the tax differences between stock and stock options?
 
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What are the tax differences between stock and stock options? Brought to you by: Rick Citron, Citron & Deutsch When you first form a corporation, the founders buy stock at a very low price. At some point in the future when you start adding on people, they can pay that same low price for the stock because that's the value of the stock. When you first have an outside investor come in, to purchase stock at a higher value, you reset the value of the company at that time. Your new people who you give stock to have to look at the valuation to see how much they're going to have to pay for that stock. Often they don't want to pay that amount for the stock. So, instead you give them stock options to get that stock. In either case, you would have vesting for them over time based upon accomplishments, timelines and milestones. The tax differences between owning stock at the beginning and having stock options that you exercise later on are very significant. If you want to hold your stock after you've exercised your options and received it, for 12 months, you don't get capital gains tax treatment. That tax treatment means you pay about half the amount in taxes. There are ways to work through these issues that you need to think through, every time you have a new shareholder come in who's getting stock for work that he does. You have to be very thoughtful about it because the tax consequences can be very significant. Tax Differences
Views: 313 CitronandDeutsch
Stock Options | 212 Tax & Accounting NYC
 
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Most employees have different stock options they don't understand. One of the biggest mistakes of stock options is not speaking to an accountant who can give expert advice. Taking advantage of stock options without alos considering the tax effects might mean owing the IRS money if you aren't careful. Always speak with an expert before making a big financial decision. Anil and his team can help you create a plan when it comes to taking advantage of a stock option. Visit 212tax.com or call 212-475-1040 to schedule a free consultation.
Taxation of Employee Stock Options Part 2
 
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A brief example of how to calculate the taxable conponents of Employee Stock Options in Canada.
Views: 611 Peter Russell, CA
Taxation of Employee Stock Options
 
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A brief description of the taxation of Employee stock options here in Canada.
Views: 658 Peter Russell, CA
Compensatory vs Non-Compensatory Stock Options
 
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http://www.accounting101.org/introduction-to-the-components-of-capital-structure/ So, when a corporation gives non-qualified stock options to an employee, on the grant date nothing happens- there is no tax impact because the employee hasn't received any income. But, the day that the employee exercises the option by purchasing stock at the option price, that is taxable. This creates ordinary income in the amount of the difference between the fair market value of the stock and the option price paid. The employee's basis in the stock is the amount he or she paid for them, plus the income it generated... this means it's equal to the fair market value of the stock on the date of exercise. Then if the stock goes up in price and the employee sells the stock, the gain will be taxed at capital gain rates but only on the difference between the stock's value on the date of sale and the stock's value on the exercise date. For incentive stock options, or ISOs, there is also no impact on the grant date. There is also no tax impact on the exercise date, but there's a small exception. The exception applies if the taxpayer is using the alternative minimum tax. When the employee sells the stock, that will be taxable on the difference between the stock's value on the sale date and the price paid on the exercise date.
Views: 2802 SuperfastCPA
Restricted Stock & RSUs: Taxes and Key Decisions
 
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Learn from the editor-in-chief of myStockOptions.com (http://www.mystockoptions.com) the different taxes that apply at vesting, withholding rules, taxes at sale, and mistakes to avoid. Understanding the taxes is critical to maximizing the value of your restricted stock, restricted stock units (RSUs), and performance shares and avoiding IRS ire. Plus, the video covers the key decisions you need to make about restricted stock, including withholding methods and whether to hold or sell the stock at vesting. For information on licensing and/or customizing this video, contact [email protected] The Tax Cuts & Jobs Act, effective at the beginning of 2018, modifies the tax rates for federal withholding discussed in this video. They are now 22% for supplemental wage income, such as that from restricted stock & RSU vesting, and 37% for amounts over $1 million per year. An update version of this video without specific mention of rates appears at https://youtu.be/an_2-t5gBRU.
Views: 15530 myStockOptions
Should I Invest In 401K Or Employee Stock Plan?
 
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Mike has the option to invest in an employer matched 401K or employee stock options. Wes helps him find the right balance between the two and discusses the TSL (taxes, savings, life) budget strategy. Original air date: January 8th, 2017 - Hour 1, Call 1. Wes Moss is the host of MONEY MATTERS – the country’s longest running live call-in, investment and personal finance radio show – on News 95-5FM and AM 750 WSB. You Can Retire Sooner Than You Think, by Wes Moss - Buy it here: http://a.co/4Srbldy These audio clips are recordings from the Money Matters radio show. The provided discussions are general in nature and based on the financial and economic events at the time and/or minimal information disclosed by call-in participants. The responses to questions are not meant to be personalized investment advice. Every person's financial situation is unique and there is no one-size-fits all advice and requires more detailed analysis than what can be conducted for a call-in participant. Any information obtained in the audio should not be accepted as investment advice and should be discussed with a financial professional. Any actions taken should only be done after evaluation and analysis of your specific situation. All investing involves risk including the loss of an investor's principal. No guarantees can be offered that any of the call-in participants were successful or that any information provided assisted the call-in participant in achieving their financial goals.

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