Employee Stock Options FLEXCAST
Available Until
Your Desk
3.0 Credits
Member Price $147.00
Non-Member Price $169.00
Overview
Employee stock options offer unique tax challenges and opportunities for both employees and tax professionals. This course examines the various types of stock compensation plans. Participants of this course 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
Employee stock options.
Prerequisites
None.
Designed For
CPAs and tax professionals.
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
This is a FlexCast (no exam required) and may be viewed only Monday - Saturday, 5am - 5pm PT. You may take up to one year from the date of purchase to complete the course. Pause your FlexCast and resume at a convenient day during the hours above. Partial credit for 2+ credit courses: If you are unable to complete the course in one sitting, partial credit can be awarded (minimum of one credit). To earn the remaining credits, you must return later and start the course from the beginning. Use chat to ask questions of a subject matter expert during the program.
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 $169.00
Member Price $147.00