Employee Stock Options FLEXCAST
Available Until
Your Desk
4.0 Credits
Member Price $196.00
Non-Member Price $225.00
Overview
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. This comprehensive course is 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.
Highlights
Compensatory stock. NQs, RSUs, ISOs, and ESPPs. Stock option reporting. An opportunity to plan. Other special circumstances.
Prerequisites
None.
Designed For
CPAs, financial professionals, enrolled agents and attorneys.
Objectives
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.
Preparation
None.
Notice
This is a FlexCast (no exam required) and may be viewed only Monday - Saturday, 5am - 5pm PT. You may take up to one year from the date of purchase to complete the course. Pause your FlexCast and resume at a convenient day during the hours above. Partial credit for 2+ credit courses: If you are unable to complete the course in one sitting, partial credit can be awarded (minimum of one credit). To earn the remaining credits, you must return later and start the course from the beginning. Use chat to ask questions of a subject matter expert during the program.
Leader(s):
Leader Bios
Karen Brosi, Karen Brosi EA CFP
Karen Brosi has been practicing in Palo Alto, California for over twenty years. She is a Certified Financial Planner professional and Enrolled to Practice before the Internal Revenue Service. A native Californian, Karen completed her undergraduate education at Cal Poly, San Luis Obispo, with a major in Mathematics. In the community, Karen is active in her local church and the Silicon Valley Kiwanis Club. She is a past-president of Golden Gate Chapter and past officer of the California Society of Enrolled Agents. Karen advises clients in individual tax and family wealth planning, specializing in complex tax strategies, securities and real estate transactions. A frequent lecturer, Karen speaks for various state and local tax professional organizations and nationally for AICPA, NAEA and Western CPE. She was named Outstanding Conference Instructor for 2011-12 by California CPA Education Foundation. Karen has written articles on a variety of tax and financial planning topics, and has been widely quoted in the print media, including Business Week. She and her teaching partner, Sharon Kreider, EA, CPA, present a renowned two-day comprehensive federal and California tax update.
Non-Member Price $225.00
Member Price $196.00