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Retirement Planning
Chapter 12: Deferred Compensation & Equity Compensation/SUBSTANTIAL RISK OF FORFEITURE
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Chapter Study Session

Chapter 12: Deferred Compensation & Equity Compensation

SUBSTANTIAL RISK OF FORFEITURE

01.Core Concepts

• Another concept that establishes when income is included in a taxpayer’s taxable income • Occurs when rights in transferred property are conditioned, directly or indirectly, upon some future occurrence • Substantial Risk of Forfeiture exists = No income tax consequences • No Substantial Risk of forfeiture = Income must currently be recognized as taxable