Employee Stock Plans: RSU, ESPP, ISO, NQSO 2 Credits
Learning mode
Equity compensation comes in many forms, and offerings can differ not only from company to company but also from employee to employee.
The terminology that surrounds these plans is unique. Necessary chronological terms include dates of the grant, vesting, exercise, and sale. Depending on the type of plan, the transfer may be taxed at any of these dates and may be subject to tax at ordinary income, capital gains, AMT rates, or a combination of the three.
Your clients might have the opportunity to invest in their employer stock through Employee Stock Purchase Plans (ESPP), Restricted Stock Units (RSUs), and Stock Options (ISO & NQSO).  In this CE course, the speaker Larry Pon will walk through these different types of plans and their various tax consequences. Â
 In this CPE course, we will review the type of stock plan that has tax incentives to hold vs. no tax incentives to hold. Your clients hear all kinds of myths related to stock options and we will dispel them.Â
In this CE webinar, we will also review opportunities where your client can sell up to $10 million of stock with NO capital gain. However, we need to give our clients the right advice to be able to take advantage of this. One wrong choice can cause a tax-free transaction to be fully taxable! Â
Major topics covered in this online CPE webinar:
Click to access CE courses on the Tax Webinars| PDC/RCH Courses.
| License details | Credits | Status |
|---|---|---|
| Taxes for Certified Public Accountants (CPA-US) | 2 CPE | Approved |
| Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-00747-21-O) | 2 CE | Approved |
| Federal tax-related matters for Annual Filing Season Program (AFSP) | 2 CE | Approved |
| Business Acumen for SHRM Professionals (Approval No. 24-2N4EH) | 2 PDC | Approved |
| Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-0695) | 2 CE | Approved |
| HR (General) for Human Resource Certification Institute (HRCI) (Approval No. 649941) | 2 RCH | Approved |
| Taxes for Delaware Licensed Public Accountant (DE-LPA) | 2 CPE | Eligible |
| Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-00747-21-O) | 2 CE | Approved |
| Taxes for Certified Wealth Strategist (CWS) | 2 CE | Eligible |
| Taxes for Certified Fiduciary and Investment Risk Specialist (CFIRS) | 2 CE | Eligible |
| Federal tax-related matters for LTC (Approval No. GEHNZ-T-00747-21-O) | 2 CE | Eligible |
| Taxes for Iowa Licensed Public Accountant (IA-LPA) | 2 CPE | Eligible |
| Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-00747-21-O) | 2 CE | Approved |
| Taxes for Maine Licensed Public Accountant (ME-LPA) | 2 CPE | Eligible |
| License details | Credits | Status |
|---|---|---|
| Taxes for Certified Public Accountants (CPA-US) | 2 CPE | Approved |
| Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-00747-21-O) | 2 CE | Approved |
| Federal tax-related matters for Annual Filing Season Program (AFSP) | 2 CE | Approved |
| Business Acumen for SHRM Professionals (Approval No. 24-2N4EH) | 2 PDC | Approved |
| Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-0695) | 2 CE | Approved |
| HR (General) for Human Resource Certification Institute (HRCI) (Approval No. 649941) | 2 RCH | Approved |
| Taxes for Delaware Licensed Public Accountant (DE-LPA) | 2 CPE | Eligible |
| Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-00747-21-O) | 2 CE | Approved |
| Taxes for Certified Wealth Strategist (CWS) | 2 CE | Eligible |
| Taxes for Certified Fiduciary and Investment Risk Specialist (CFIRS) | 2 CE | Eligible |
| Federal tax-related matters for LTC (Approval No. GEHNZ-T-00747-21-O) | 2 CE | Eligible |
| Taxes for Iowa Licensed Public Accountant (IA-LPA) | 2 CPE | Eligible |
| Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-00747-21-O) | 2 CE | Approved |
| Taxes for Maine Licensed Public Accountant (ME-LPA) | 2 CPE | Eligible |
Credits
2
Course Level
Basic
Instructional Method
QAS Self Study
Group Internet Based
Pre-requisites
None
Advance Preparation
None
MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478
MY-CPE LLC (Sponsor Id#: GEHNZ) has entered into an agreement with the Internal Revenue Service, to meet the requirements of 31 Code of Federal Regulations, section 10.6(g), covering aintenance of attendance records, retention of program outlines, qualifications of instructors, and length of class hours. This agreement does not constitute an endorsement by the IRS as to the quality of the program or its contribution to the professional competence of the enrolled individual. Credit earned by attendees with a PTIN will be reported directly to the IRS as required of all providers. To ensure your CPE hours are reported, update your profile in My Account to include your PTIN number. Please note: IRS CE is only mandatory for EAs and ERPAs. For all other tax return preparers, CE is voluntary.
MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478
MY-CPE LLC (Sponsor Id#: 143597) 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.
Lawrence Pon is a Certified Public Accountant, Personal Financial Specialist, Certified Financial Planner, Enrolled Agent, United States Tax Court Practitioner, and Accredited Estate Planner in Redwood Shores, CA
Mr. Pon has been in tax practice since 1986 and speaks regularly to tax professionals and financial advisors on the latest tax planning and preparation topics.
Mr. Pon enjoys helping his clients reach their financial goals through comprehensive tax planning and financial planning.
Mr. Pon received his BS in Business Administration (Accounting & Finance) from UC Berkeley and MS in Taxation from Golden Gate University in San Francisco.
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To earn credits, you must attend the entire live webinar, actively participate in any polls or questions, and complete any required evaluations or assessments. Credits are awarded based on your attendance and participation in the live session.
Are the live webinars approved by NASBA and other regulatory bodies?
Yes, all our live webinars are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the high standards for quality, interactivity, and educational content set by these organizations.
What are the requirements to maintain compliance with live webinar courses?
To maintain compliance, you must adhere to the guidelines set by NASBA and other regulatory bodies, which include attending the full duration of the webinar, participating in interactive elements, and completing any post-webinar evaluations or assessments.
How can I access my webinar completion certificates?
After successfully attending a live webinar and fulfilling all participation requirements, you can access and download your completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.
How are credits reported to governing bodies?
We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.
LD
This was a very good overview of various equity compensation plans. I am planning to have my head of HR go through it because there is a lot of valuable information that someone in her position should know when designing comp plans and speaking with employees. The instructor was excellent. He presented some very dry subject matter in a clear and interesting manner.
SH
This course was short but very informative and very helpful for an aspiring me. It also helped me understand how to plan or understand when I receive RSU, ESPP, etc: I highly recommend it!!
.webp "Annual Federal Tax Update - C & S Corporations, Partnerships & LLCs (Forms 1120, 1120S & 1065)")
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