MYCPE ONE

Ep#9: Discover C-Corp Perks and Stock Incentives You’re Missing 1 Credit 1 Credit

Ep#9: Discover C-Corp Perks and Stock Incentives You’re Missing 1 Credit 1 Credit

The Tax Advisor’s Technical Toolkit: Monthly Series For Success

  • Jackie Meyer

    | CPA (US), CCTA

  • Rating

    4.6

  • Published on

    March, 2026

  • Subject Area

    Taxes

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Learning Objectives

  • Analyze stock incentive structures and their long-term tax implications effectively.
  • Evaluate eligibility criteria and benefits under Section 1202 QSBS rules.
  • Identify key factors influencing client decisions to form C corporations.
  • Apply reporting rules for dividends, RSUs, and stock-based compensation accurately.
  • Assess tax planning opportunities using ESOPs, fringe benefits, and timing strategies.

Course Overview

This CE course explores key federal tax strategies related to C corporations and equity compensation, providing practitioners with practical insights for structuring, evaluating, and reporting stock incentives. It highlights foundational concepts such as QSBS eligibility, 83(b) elections, corporate structuring factors, and stock basis considerations to equip tax professionals with planning tools that enhance long-term outcomes.

Participants will review Section 1202 benefits, stacking techniques, entity selection discussions, and tax-efficient exit planning. The CE course also outlines reporting requirements for dividends, RSUs, and stock options, complemented by case studies that illustrate real-world decision-making for growth-focused businesses transitioning to or operating as C corporations. Additional topics include fiscal year-end strategies, ESOP structures, fringe benefits, and planning for qualified dividend rates.

Major Topics:

  • Stock Incentive Basics
  • Section 1202 Planning
  • C Corp Formation Factors
  • Corporate Exit Strategies
  • Dividend Reporting Rules

By the end of this CE course, attendees will be prepared to evaluate corporate structures, communicate the impact of equity compensation, and apply strategic tax planning techniques that support client wealth-building goals. Enroll today to gain actionable frameworks for advising clients on stock incentives, C-Corp formation, and long-term exit strategies.

For more CE Tax updates, click here.

On Demand Credits for All Qualifications

Live Webinar Credits for All Qualifications

License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 1 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-03086-26-S) 1 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-03086-26-S) 1 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-02567) 1 CE Approved
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-03086-26-S) 1 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-03086-26-S) 1 CE Approved
Federal tax-related matters for LTC (Approval No. GEHNZ-T-03086-26-S) 1 CE Approved
Taxes for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Approved
Taxes for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 1 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-03086-26-O) 1 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-03086-26-O) 1 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-02567) 1 CE Approved
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-03086-26-O) 1 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-03086-26-O) 1 CE Approved
Federal tax-related matters for LTC (Approval No. GEHNZ-T-03086-26-O) 1 CE Approved
Taxes for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Approved
Taxes for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved

Additional Information

Credit

1

Credit

1

Course Level

Intermediate

Instructional Method

QAS Self Study

Group Internet Based

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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.

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MY-CPE LLC, in accordance with the standards set forth in Circular 230 section 10.6, grants Continuing Education (CE) credits based on a 50-minute hour. MY-CPE LLC is approved by the California Tax Education Council (CTEC) (Provider Number – 6273) to offer continuing education courses that count towards the annual continuing education requirement for CTEC Registered Tax Preparers. Additional information regarding registration as a tax preparer can be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA, 95812-2890, toll-free at (877) 850-2832, or by visiting www.ctec.org.

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MY-CPE LLC 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.

Need to meet your Enrolled Agent (EA) Continuing Education (CE) requirements? MYCPE ONE has you covered. Our Online EA CE courses make it easy to earn credits while expanding your expertise in tax regulations and practices. Stay ahead with the latest updates and in-depth insights designed to keep you at the top of your field. With flexible scheduling and a user-friendly platform, MYCPE ONE offers a convenient, interactive learning experience. Start advancing your career today!

About Instructor

Jackie Meyer is a recognized leader in tax advisory and practice management, known for helping accounting firms transition from compliance-driven services to profitable, value-based advisory models. She is the founder and CEO of TaxPlanIQ, a game-changing tax planning software that has been widely adopted by CPAs and tax professionals to implement proactive, high-value tax strategies. By streamlining tax planning, TaxPlanIQ has enabled firms to enhance client value, increase firm profitability, and optimize tax savings more effectively than ever before.

As the former owner of Meyer Tax Consulting, Jackie worked extensively with firms across the U.S., specializing in concierge tax planning and strategy. She is an AICPA 40 Under 40 honoree and an industry influencer, known for her expertise in value-based pricing, leadership coaching, and firm scalability. Beyond her software and consulting work, she is a highly sought-after speaker, educator, and advocate for work-life balance in the accounting profession.

Jackie’s passion for innovation extends beyond software - she is dedicated to reshaping the future of accounting by equipping professionals with the right tools, strategies, and mindset to thrive in an evolving industry. She has served on various AICPA committees, including the Practice Management and WOW Committees, and was part of the AICPA Accelerator Program in 2023.

She also hosts “The Concierge CPA” podcast, where she shares insights on tax advisory, firm management, and industry trends. Holding a Doctorate in Leadership, Jackie brings a unique perspective on firm growth and cultural transformation, helping firms prevent burnout while maximizing efficiency.

Through TaxPlanIQ, coaching, and speaking engagements, Jackie continues to empower CPAs and firm owners with the knowledge and technology to scale smarter and build sustainable, high-impact tax advisory practices.

Bobbi Wipperling

Bobbi Wipperling | CPA (US)

Growth Consultant, TaxPlanIQ

Bobbi Wipperling, CPA, is a seasoned accounting and tax professional with extensive experience supporting individuals, businesses, and high-net-worth clients. Her background includes leading complex tax preparation, developing strategic tax plans, managing annual projections, conducting tax research, and representing clients during IRS audits. She has served in roles ranging from Staff Accountant to Director of Accounting and now works as a Growth Consultant at TaxPlanIQ. 


Across her career, Bobbi has developed strong leadership capabilities—managing accounting teams, training staff, and improving internal processes to streamline tax functions. She has also owned her own accounting firm, delivering comprehensive bookkeeping, payroll, and tax advisory services. Her work consistently focuses on helping clients achieve financial efficiency, minimize liabilities, and stay compliant with federal, state, and international regulations.

On Demand FAQs

What is Self Study (QAS)?

Self Study QAS (Quality Assurance Service) is a NASBA and other regulatory bodies approved program designed for Professionals to complete their Continuing Professional Education credits through self-paced, interactive courses that meet the highest standards of quality and compliance. Our courses qualify for credits with NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other professional organizations.

How do I earn CPE credits through self-study?

To earn CPE credits, you must complete the self-study course, pass the required assessments, and submit the necessary documentation. Credits are awarded based on the completion of course hours and successfully passing the assessments.

Are the self-study courses accepted by NASBA and other professional organizations?

MY-CPE LLC courses are accepted for continuing education credit by various professional certification programs, including NASBA, IRS, CFP Board, and HRCI. MY-CPE LLC is also recognized by SHRM to offer Professional Development Credits (PDCs) for SHRM-CP® and SHRM-SCP® recertification activities.

What are the requirements to maintain compliance with self-study courses?

To maintain compliance, you must follow the guidelines set by NASBA and other regulatory bodies, which include completing the course within the specified timeframe, passing the assessments, and keeping accurate records of your learning activities.

How can I access my course completion certificates?

After successfully completing a self-study course and passing the assessments, you can access and download your course 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 professional organizations 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.

Live Webinar FAQs

What is a Live Webinar Group Internet-Based Credit?

A Live Webinar Group Internet-Based Credit is an interactive, real-time online seminar where professionals can earn Continuing Education credits by participating in live sessions led by experts in various fields. Our courses qualify for credits with NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other professional organizations.

How do I earn credits through live webinars?

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 accepted by NASBA and other Professional Organizations?

MY-CPE LLC courses are accepted for continuing education credit by various professional certification programs, including NASBA, IRS, CFP Board, and HRCI. MY-CPE LLC is also recognized by SHRM to offer Professional Development Credits (PDCs) for SHRM-CP® and SHRM-SCP® recertification activities.

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 accepted for compliance and reporting purposes with NASBA, IRS, CFP Board, HRCI, SHRM (for PDCs), Payroll Org, FP Canada, and 25+ other professional organizations.

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.

Reviews and Ratings

out of 5

Excellent (69%)

Very Good (19%)

Average (12%)

Poor

Terrible

GS

Gloria Smith, EA

5

It was an excellent presentation, especially for practices with high echelon clients.

PP

Patricia Poplau, CPA (US)

5

Very interesting and relevant to my work

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C Corp Benefits and Stock Incentives Guide

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