Webcast
Basic
CPE Credits
1 Credits: Taxes
Course Description
This class from Larry Pon, CPA/PFS, CFP, EA, USTCP, AEP, will cover various employer stock plans. A lot of your clients are being compensated via stock in their company, either through restricted stock units, employee stock purchase plans, incentive stock options, or nonqualified stock options. This class will cover these common plans and more.
Learning Objectives
Upon completing this course, participants will be able to understand:
- Restricted stock units
- Employee stock purchase plans
- Incentive stock options
- Nonqualified stock options
- Qualified Small Business Stocks (QSBS) – 1202 stock
Course Specifics
|
Course ID WC1822290439 |
Revision Date July 11, 2022 |
Prerequisites None |
Advanced Preparation None |
Compliance information
NASBA Provider Number: 103220
IRS Provider Number: 0MYXB
IRS Course Number: 0MYXB-T-02041-22-O
IRS Federal Tax Law Credits: 1
IRS Provider Number: 0MYXB
IRS Course Number: 0MYXB-T-02041-22-O
IRS Federal Tax Law Credits: 1
CTEC Provider Number: 2071
CTEC Course Number: 2071-CE-1777
CTEC Federal Tax Law Credits: 1
CTEC Course Number: 2071-CE-1777
CTEC Federal Tax Law Credits: 1
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
Larry Pon is a Certified Public Accountant, Personal Financial Specialist, Certified Financial Planner, Enrolled Agent, United States Tax Court Practitioner, and Accredited Estate Planner in Redwood Shores, CA. Mr. Pon has been in practice since 1986 and enjoys helping his clients reach their financial goals. He frequently speaks on tax and financial planning topics to tax professionals, financial advisors, and the general public nationally. Mr. Pon received his BS in Business Administration with emphases in Accounting and Finance from the University of California, Berkeley and MS in Taxation from Golden Gate University in San Francisco.
Employer Stock Plans: RSU, ESPP, ISO, NQSO
CPE CREDITS
1 Credits: Taxes
$49.00
Webcasts are available for viewing Monday - Saturday, 8am - 8pm ET and Sunday 12pm - 4pm ET.
Webcast
Basic
CPE Credits
1 Credits: Taxes
Course Description
This class from Larry Pon, CPA/PFS, CFP, EA, USTCP, AEP, will cover various employer stock plans. A lot of your clients are being compensated via stock in their company, either through restricted stock units, employee stock purchase plans, incentive stock options, or nonqualified stock options. This class will cover these common plans and more.
Learning Objectives
Upon completing this course, participants will be able to understand:
- Restricted stock units
- Employee stock purchase plans
- Incentive stock options
- Nonqualified stock options
- Qualified Small Business Stocks (QSBS) – 1202 stock
Course Specifics
|
Course ID WC1822290439 |
Revision Date July 11, 2022 |
Prerequisites None |
Advanced Preparation None |
Compliance information
NASBA Provider Number: 103220
IRS Provider Number: 0MYXB
IRS Course Number: 0MYXB-T-02041-22-O
IRS Federal Tax Law Credits: 1
IRS Provider Number: 0MYXB
IRS Course Number: 0MYXB-T-02041-22-O
IRS Federal Tax Law Credits: 1
CTEC Provider Number: 2071
CTEC Course Number: 2071-CE-1777
CTEC Federal Tax Law Credits: 1
CTEC Course Number: 2071-CE-1777
CTEC Federal Tax Law Credits: 1
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
Larry Pon is a Certified Public Accountant, Personal Financial Specialist, Certified Financial Planner, Enrolled Agent, United States Tax Court Practitioner, and Accredited Estate Planner in Redwood Shores, CA. Mr. Pon has been in practice since 1986 and enjoys helping his clients reach their financial goals. He frequently speaks on tax and financial planning topics to tax professionals, financial advisors, and the general public nationally. Mr. Pon received his BS in Business Administration with emphases in Accounting and Finance from the University of California, Berkeley and MS in Taxation from Golden Gate University in San Francisco.
Employer Stock Plans: RSU, ESPP, ISO, NQSO
CPE CREDITS
1 Credits: Taxes
Webcasts are available for viewing Monday - Saturday, 8am - 8pm ET and Sunday 12pm - 4pm ET.
$49.00