Tax & Estate Planning Knowledge Circle: Reviewing the Tax Nuances of Stock Incentive Plans

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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.

Competency Level: Intermediate

FPA Competency: Critical Thinking

CFP Board Topic: N/A

CFP Board CE Credit Hours: 0

Claire Thornton, CFP®, MsT

Founder

Hyla Financial

Claire Thornton CFP®, MsT, is the founder of Hyla Financial, an independent, fee-only RIA based in Scottsdale, Arizona. She works primarily with women navigating major life transitions, helping them make thoughtful, values-driven financial decisions with clarity and confidence. Claire brings a practical, client-centered lens to financial planning, with a particular focus on translating complex topics—such as tax law and legislation—into actionable guidance.