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Employee Stock Options (4152964C)
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Compensatory stock options have become common place. It is estimated that 9 million employees own stock options as part of their compensation package. This course is a primer on the various types of options and the tax planning that is specific to each type.

7/31/2015
When: 7/31/2015
2:00 PM - 5:30 PM
Where: Webcast/Webinar
Presenter: Karen Brosi, EA, CFP
Contact: April Deneault
801-834-6634


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Compensatory stock options have become common place. It is estimated that 9 million employees own stock options as part of their compensation package. This course is a primer on the various types of options and the tax planning that is specific to each type.


Objectives:

To gain an understanding of the various types of options and the tax planning that is specific to each type.


   

Major Subjects:

Nonstatutory Options - The IRC Sec. 83(b) Election - Employee Stock Purchase Plans
Qualifying and nonqualifying dispositions
Employee stock purchase plan worksheet - Incentive Stock Options
Effect of AMT
Tax planning for ISO's
Other Employee Stock Option Issues
Stock options and divorce
Payroll tax and employee options



Designed For:

CPAs, attorneys, and other tax professionals who work with individual tax clients

Prerequisite: None

 

Advanced Prep: None

  

Speaker: Karen Brosi, EA, CFP

Vendor: CalCPA

Field of Study: Tax

Level: Basic

CPE Credit: 4 Hours

Acronym: ESTO

 

Registration Fees:

Members: $140

Nonmembers: $188

 

Meet the Speaker:

Karen Brosi, EA, CFP, a sole practitioner, has been based in Palo Alto, Calif., for more than 17 years. She is a Certified Financial Planner and is enrolled to practice before the Internal Revenue Service. Ms. Brosi was a senior tax specialist and director of financial planning before forming her own practice.

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