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.
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.
