Employee Stock Options

4 Credits: Taxes


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Employee Stock Options

Course Level
CPE Credits

4 Credits: Taxes

Course Description

The resurgence of employee stock options presents a complex challenge for professionals handling client finances in the rapidly evolving tech and business sectors. Navigating the intricate tax implications and reporting requirements of NSOs, RSUs, ISOs, and ESPPs can be overwhelming, often leading to costly errors and missed opportunities for tax-advantaged strategies.

Employee Stock Options is a comprehensive online Webcast CPE course designed to address these challenges. It offers clarity by dissecting the myriad of stock options and their respective tax treatments. This course will equip you with the expertise to confidently advise clients on optimal strategies, including Section 83(b) elections, navigating the nuances of AMT and Minimum Tax Credit for ISOs, and avoiding pitfalls in ESPPs. Transform your approach from confusion to mastery, ensuring accurate reporting and strategic advising in employee stock options.

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Learning Objectives

Upon successful completion of this course, participants will be able to:

  • Identify the different kinds of stock options
  • Identify when and how to use a Section 83(b) election
  • Understand the interplay of AMT and the Minimum Tax Credit for ISOs
  • Identify traps in selling ESPPs
  • List useful planning strategies to use when advising clients
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Course Specifics

Course ID
Revision Date
September 6, 2022


Advanced Preparation


Compliance Information

NASBA Provider Number: 103220
IRS Provider Number: 0MYXB
IRS Course Number: 0MYXB-T-02241-22-O
IRS Federal Tax Law Credits: 4
CTEC Provider Number: 2071
CTEC Course Number: 2071-CE-1011
CTEC Federal Tax Law Credits: 4

CFP Notice: Not all courses that qualify for CFP® credit are registered by Western CPE. If a course does not have a CFP registration number in the compliance section, the continuing education will need to be individually reported with the CFP Board. For more information on the reporting process, required documentation, processing fee, etc., contact the CFP Board. CFP Professionals must take each course in it’s entirety, the CFP Board DOES NOT accept partial credits for courses.

CTEC Notice: California Tax Education Council DOES NOT allow partial credit, course must be taken in entirety. Western CPE has been approved by the California Tax Education Council to offer continuing education courses that count as credit towards the annual “continuing education” requirement imposed by the State of California for CTEC Registered Tax Preparers. A listing of additional requirements to register as a tax preparer may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA, 95812-2890, by phone toll-free at (877) 850-2832, or on the Internet at

Meet The Experts

Karen Brosi Headshot

Karen Brosi, CFP, EA, has an extensive California tax practice, advising clients in individual tax and family wealth planning, specializing in complex individual income tax matters and all types of securities transactions. Her background as a CFP and as a tax preparer for the wealthy makes her particularly effective in the tax and financial planning arenas. Karen teaches tax professionals how to avoid tax minefields with her extensive planning checklists and practical tips. Besides being one of the most prominent California tax update instructors, she’s a favorite interviewee on radio, television, and in print media, such as Bloomberg Businessweek. Karen’s powerful real-life …