Many employers offer employee stock plans as an incentive, but many clients have no idea of the value of the plans and their tax implications. Join CPA Larry Pon to learn how RSU, ESPP, and Stock Options work and how they may impact a client earnings.
Learning Objectives:
- Understand the tax and financial planning implications of Restricted Stock Units (RSU), employee Stock Purchase Plans (ESPP), Incentive Stock Options (ISO) and Nonqualified Stock Options (NQSO).
- Understand how to avoid common mistakes made by our clients with their employee stock plans
A Bonus topic will be address Qualified Small Business Stock (QSBS), a.k.a. 1202 stock and how to help clients exclude up to $10 million from capital gains taxes.
This session is worth one CE credit for subscribers with the following designations: CFP, CLU, ChFC and RICP. And CPA subscribers will earn one CPE credit. And NAPFA members who subscribe will receive a completion certificate they can apply for NAPFA CE credits.
Field of Study: Specialized Knowledge
Prerequisites: There are no prerequisites for this session.
Advanced Preparation: None
Program Level: Basic
Delivery Method: Group Internet Based
NASBA Approved
Financial Experts Network (Sponsor Id#: 145173) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.