Employee Stock Options ON DEMAND
Available Until
Your Desk
3.0 Credits
Member Price $375.00
Non-Member Price $431.00
Overview
Employee stock options offer unique tax challenges and opportunities for both employees and tax professionals. This webcast CPE course examines the various types of stock compensation plans, such as non-qualified stock options (NQS), restricted stock units (RSUs), incentive stock options (ISOs), and employee stock purchase plans (ESPPs). Participants will gain a thorough understanding of the tax implications, reporting requirements, and strategic planning techniques to help clients make the most of their stock options while avoiding common pitfalls.
Highlights
The various types of stock compensation plans.
Prerequisites
None.
Designed For
CPAs.
Objectives
Define key terms and differences among NQS, RSUs, ISOs, and ESPPs. Understand the tax reporting process for different stock option plans. Develop tax strategies to help clients minimize liabilities and maximize benefits from stock compensation. Address special situations that may arise with employee stock options. Advise clients on optimal timing for exercising and selling stock options to improve tax outcomes.
Preparation
None.
Notice
None.
Leader(s):
Leader Bios
Karen Brosi, Karen Brosi EA CFP
Karen Brosi has been practicing in Palo Alto, California for over twenty years. She is a Certified Financial Planner professional and Enrolled to Practice before the Internal Revenue Service. A native Californian, Karen completed her undergraduate education at Cal Poly, San Luis Obispo, with a major in Mathematics. In the community, Karen is active in her local church and the Silicon Valley Kiwanis Club. She is a past-president of Golden Gate Chapter and past officer of the California Society of Enrolled Agents. Karen advises clients in individual tax and family wealth planning, specializing in complex tax strategies, securities and real estate transactions. A frequent lecturer, Karen speaks for various state and local tax professional organizations and nationally for AICPA, NAEA and Western CPE. She was named Outstanding Conference Instructor for 2011-12 by California CPA Education Foundation. Karen has written articles on a variety of tax and financial planning topics, and has been widely quoted in the print media, including Business Week. She and her teaching partner, Sharon Kreider, EA, CPA, present a renowned two-day comprehensive federal and California tax update.
Non-Member Price $431.00
Member Price $375.00