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Employee Stock Plans: RSU, ESPP, ISO, NQSO

  • AFSP
  • CPA (US)
  • CFA
  • EA
  • Tax Preparer
  • CTEC
Employee Stock Plans CE Course

2 Credits


Subject Area


Webinar Qualifies For

2 CPE credit of Taxes for all CPAs

2 CE credit of Federal Tax for Enrolled Agents ( IRS Approved : GEHNZ ) (Approval No. GEHNZ-T-00747-21-O)

2 CE credit of Federal Tax Subjects for California Tax Professionals (CTEC Approved - 6273) (Approval No. 6273-CE-0695)

2 CE credit of Annual Filing Season program (AFSP)( IRS Approved : GEHNZ )

2 PL credit for Chartered Financial Analyst (CFAs)

2 CPD credit (Verifiable) for CPA/PFS

2 CE credit of Federal Tax for Maryland Tax Preparers (Approval No. GEHNZ-T-00747-21-O)

2 CE credit of Federal Tax for Oregon Tax Preparers (Approval No. GEHNZ-T-00747-21-O)

2 General Educational credit for Tax Professionals / Bookkeepers / Accountants

Upcoming Webinars

Course Description

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. 

 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.

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! 

Major topics covered in this online CPE webinar:

  • Restricted Stock Units
  • Employee Stock Purchase Plans
  • Incentive Stock Options
  • Non qualified Stock Options
  •  QSBS –1202 stock

Click to access CE courses on Latest tax Updates

Learning Objectives

  • To identify the different kinds of stock options
  • To identify when and how to use a Section 83(b) election
  • To describe the interplay of AMT and the Minimum Tax Credit for ISOs
  • To identify traps in selling ESPPs
  • To list useful planning strategies to use when advising clients to dispel AMT myths
  • To discuss possible changes under pending legislation

Who Should Attend?

  • Annual Filing Season Program
  • Bookkeepers & Accountants & Tax Preparers
  • California Registered Tax Professional
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • Enrolled Agent
  • Maryland Tax Preparers
  • Oregon Tax Preparers
  • Tax Accountant (Industry)
  • Tax Attorney
  • Tax Director (Industry)
  • Tax Firm
  • Tax Managers
  • Tax Practitioners
  • Young CPA





The material was clearly presented, with examples that were very helpful.


It was clear information, with examples. great class.


Helped with my understanding of different stock options but I feel that there is more that needs to be learned.