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2 CPE for EA, CPA, CRTP, CFP®

 

$52 for Members and $64 for Nonmembers

Includes conference recording and PowerPoint presentation. CPE is issued after exam is successfully completed.

Employer stock is a huge incentive to taxpayers. How and when those incentives are reported and taxed varies depending on the type of incentive received. Many times the hardest part of reporting the transaction is determining what type of stock incentive we are actually dealing with. Using interactive case studies, we teach you the various types of incentives and how to report the acquisition and sale on the taxpayer’s return. Attend this session to learn the ABC’s of employee stock benefits!
 

Upon the completion of this on-demand webinar, you will be able to:

  • Identify the type of stock incentive received.
  • Determine the necessary documents needed from the taxpayer to correctly report the stock incentive.
  • Recognize the favorable tax treatment given to qualified stock options, including ISO’s and ESPP’s.
  • Differentiate between nonqualified stock options and restricted stock units.
  • Accurately report the acquisition and sale of these various stock incentives.

Presented by: Kelly C Lent-Paul, EA CFP®  

CPE Sponsor Information

Duration: 100 minutes
Course Level: Intermediate
Prerequisite: Basic knowledge of individual taxation
Advanced Preparation: None
Delivery Method: QAS Self-Study

 

CPE CreditsDesignationField of Study
IRS2EAFederal Tax Law Topic
NASBA2CPATaxes
CTEC2CRTPFederal Tax Law Topic
CFP Board2CFP®Employee Benefits Planning

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