CONTINUING EDUCATION FOR TAX & FINANCIAL PROFESSIONALS
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Webcast

Employee Stock Options

Strategic guide to Employee Stock Options and Tax Planning. Master the complexities of various compensation plans while optimizing tax outcomes for clients with equity-based benefits.

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$147.00

Webcasts are available for viewing Monday – Saturday, 8am – 8pm ET.
Without FlexCast, you must start with enough time to finish. (1 Hr/Credit)

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CPE Credits

3 Credits: Taxes
Course Level
Basic
Format
Webcast

Course Description

Employee stock options offer unique tax challenges and opportunities for both employees and tax professionals. This webcast CPE course examines the various types of stock compensation plans, such as non-qualified stock options (NQS), restricted stock units (RSUs), incentive stock options (ISOs), and employee stock purchase plans (ESPPs). Participants 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.

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Learning Objectives

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

  • 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.
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Course Specifics

Course ID
WC1824398396
Revision Date
September 20, 2024
Prerequisites

None

Advanced Preparation

None

Compliance Information

NASBA Provider Number: 103220
IRS Provider Number: 0MYXB
IRS Course Number: 0MYXB-T-02506-24-O
IRS Federal Tax Law Credits: 3
CTEC Provider Number: 2071
CTEC Course Number: 2071-CE-2066
CTEC Federal Tax Law Credits: 3

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

Karen Brosi, CFP, EA

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 …

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