Advice on the differences in tax between taking straight equity vs stock options
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Description
Experience Level: Expert
Kind of support: Tax
Description of support work: I am looking for an experienced tax accountant that can help me understand the differences in tax between straight equity and stock options.
I am working for a startup and I’ve been presented with both options for compensation. Broadly speaking, I am looking to understand the following.
With equity as shares:
What would be the tax I have to pay when the shares are given to me?
Would there be any ongoing taxes that I must pay each year?
Then if the time arrises that I can sell the shares. What tax would I pay on the sale of the shares?
With stock options (EMI):
I assume that I would not have to pay any tax upfront?
I would need to purchase the options once they have vested?
Assuming I can then exercise them, what tax would I then then have to pay?
I can provide further details about the deal in private.
Extra notes:
Description of support work: I am looking for an experienced tax accountant that can help me understand the differences in tax between straight equity and stock options.
I am working for a startup and I’ve been presented with both options for compensation. Broadly speaking, I am looking to understand the following.
With equity as shares:
What would be the tax I have to pay when the shares are given to me?
Would there be any ongoing taxes that I must pay each year?
Then if the time arrises that I can sell the shares. What tax would I pay on the sale of the shares?
With stock options (EMI):
I assume that I would not have to pay any tax upfront?
I would need to purchase the options once they have vested?
Assuming I can then exercise them, what tax would I then then have to pay?
I can provide further details about the deal in private.
Extra notes:
Michael Daniel S.
100% (13)Projects Completed
19
Freelancers worked with
19
Projects awarded
52%
Last project
2 Jan 2019
United Kingdom
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