Tax & Estate Planning Knowledge Circle: Reviewing the Tax Nuances of Stock Incentive Plans
Includes a Live Web Event on 05/21/2024 at 12:00 PM (MDT)
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Please join us for the May Tax & Estate Knowledge Circle where Claire will be covering core tax concepts related to stock incentive plans. In this session, we will review qualifying vs non-qualifying dispositions of ISOs, when ordinary income is triggered on NQSOs, AMT rules, and cover the fundamentals of §IRC 83(b) and (i) elections.
Claire Thornton, CFP®, EA
Financial Planner
Apella Wealth
As a Senior Financial Planner with Apella Wealth, ClaireThornton CFP® works with women experiencing formative life transitionsincluding the loss of a partner, navigating windfalls, and planning growingcareers and families. Claire also holds her EA and earned her Master of Sciencein Taxation from Golden Gate University. She is also an avid FPA volunteerthrough pro bono work, the Tax & Estate Knowledge Circle, and ProgramsChair of her local Orange County chapter.
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