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Stock options, restricted stock and RSUs: The basics and beyond

February 8 @ 2:00 pm - 3:30 pm EST

Grant Thornton CPE Webinars

Participants of the free live webinar will be eligible for 1.5 CPE credits.


Stock options, restricted stock and restricted stock units (RSUs) are an important part of most executive pay packages, but few employees seem to understand the tax implications. Complex rules determine when and how stock awards translate into taxable income, and the consequences of a misstep can be severe. For example, vesting of one type of award may trigger income, while vesting does not for other awards.


This webcast will use case studies to explore the basic tax treatment of nonqualified stock options, incentive stock options (ISOs), restricted stock and RSUs. We will also delve into more-complex issues, including Section 83(b) elections dividends from equity awards.

Date and time Wednesday February 08, 2023 02:00 PM ET – 03:30 PM ET


Recommended CPE credits 1.5


Learning objectives
Illustrate the operation of stock options and restricted stock through case studies
Describe the tax treatment of incentive stock options, nonqualified stock options, restricted stock and RSUs
Distinguish restricted stock from RSUs
Analyze more-complex tax issues including dividends paid on restricted stock and RSUs and Section 83(b) elections


Headshot of Jeff Martin
Jeff Martin
Washington National Tax Office

+1 202 521 1526
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Headshot of Keith Mong
Keith Mong
Managing Director
Washington National Tax Office

+1 202 521 1554
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Recommend field of study Taxes

Program level Overview

Prerequisite N/A

Delivery method Group – Internet


If you have any questions or encounter any difficulties while enrolling, please contact technical support via email at webcastCOE@us.gt.com, or visit our webcasting frequently asked questions page

If you are experiencing problems viewing or listening to an event, please review the event help guide that provides minimum requirements and frequently asked questions.


If you have any questions regarding CPE credit, please contact CPE support via email at CPEEvents@us.gt.com, or visit our webcast CPE information page.


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