Webcast
Basic
CPE Credits
4 Credits: Taxes
Course Description
Following the bursting of the tech bubble in 2001, employee stock options waned. With a resurgence in technology and other business sectors, rewarding employees with company stock ownership has returned. This course will sort through the alphabet soup of options: NSOs, RSUs, ISOs, and ESPPs. The course will also discuss the different tax treatments for each. Participants will come away knowing how to properly report their client’s various transactions and how to advise them on tax-advantaged strategies. Other topics covered include IRC definitions of types of employee stock options, Section 83(b) election, when to apply AMT, traps involving Employee Stock Purchase Plans, and ISO strategies.
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
Course Specifics
|
Course ID WC18165908 |
Revision Date February 28, 2020 |
Prerequisites None |
Advanced Preparation None |
Compliance information
NASBA Provider Number: 103220
IRS Provider Number: 0MYXB
IRS Course Number: 0MYXB-T-02241-22-O
IRS Federal Tax Law Credits: 4
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
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 registeration 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.
Course Instructor
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 …
Employee Stock Options
$196.00
Webcasts are available for viewing Monday - Saturday, 8am - 8pm ET.
This webcast is 4 hours in length so you must start it before 04:00 pm ET.
Start within 1 hour(s) and 19 minutes to watch today.
Webcast
Basic
CPE Credits
4 Credits: Taxes
Course Description
Following the bursting of the tech bubble in 2001, employee stock options waned. With a resurgence in technology and other business sectors, rewarding employees with company stock ownership has returned. This course will sort through the alphabet soup of options: NSOs, RSUs, ISOs, and ESPPs. The course will also discuss the different tax treatments for each. Participants will come away knowing how to properly report their client’s various transactions and how to advise them on tax-advantaged strategies. Other topics covered include IRC definitions of types of employee stock options, Section 83(b) election, when to apply AMT, traps involving Employee Stock Purchase Plans, and ISO strategies.
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
Course Specifics
|
Course ID WC18165908 |
Revision Date February 28, 2020 |
Prerequisites None |
Advanced Preparation None |
Compliance information
NASBA Provider Number: 103220
IRS Provider Number: 0MYXB
IRS Course Number: 0MYXB-T-02241-22-O
IRS Federal Tax Law Credits: 4
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
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 registeration 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.
Course Instructor
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 …
Employee Stock Options
Webcasts are available for viewing Monday - Saturday, 8am - 8pm ET.
This webcast is 4 hours in length so you must start it before 04:00 pm ET.
Start within 1 hour(s) and 19 minutes to watch today.
$196.00