$49.00
Webcasts are available for viewing Monday – Saturday, 8am – 8pm ET.
Without FlexCast, you must start with enough time to finish. (1 Hr/Credit)
Employer Stock Plans: RSU, ESPP, ISO, NQSO
Format
Webcast
Course Level
Basic
CPE Credits
1 Credits: Taxes
Course Description
In today’s corporate world, a significant portion of employee compensation is increasingly being structured through various employer stock plans. Larry Pon, an expert in the field, brings to light the complexities and nuances of navigating these stock-based compensation methods. This course agitates a common challenge faced by tax, accounting, and finance professionals: understanding and advising on diverse stock plans such as restricted stock units, employee stock purchase plans, incentive stock options, nonqualified stock options, and Qualified Small Business Stocks (QSBS). The solution lies in this comprehensive class, which not only covers the basics of these common plans but also delves into their intricate details. Participants will learn the specifics of each stock plan, gaining the knowledge required to advise clients effectively on their stock-based compensation and the associated tax implications. This course is essential for professionals seeking to enhance their expertise in employer stock plans and provide valuable guidance in this increasingly prevalent area of compensation.
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
WC1822290439
July 11, 2022
None
None
Compliance Information
IRS Provider Number: 0MYXB
IRS Course Number: 0MYXB-T-02041-22-O
IRS 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 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 www.ctec.org.
Meet The Experts
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.
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