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It is what it advertised to be. Professional quality training and CPE tracking and certificates; systems knows AZ CPA CPE requirements and categories. I've needed help on several occasions and the assistance was quick and effective; however, there were some problems with data entry. The assistance sometimes asks for input, but when I try to type it is dissallowed for some reason. On several occasions I had to close the popup to get it out of my way.
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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:
Click to access CE courses on the Latest Tax Updates
Owner, Pon & Associates
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.
Duration
Course Level
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Pre-requisites
Advance Preparation
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 maintenance 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 through its website: www.NASBARegistry.org.
MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478
MY-CPE LLC (Sponsor ID# : 6273) has been approved by the California Tax Education Council to offer continuing education courses that count as credit towards the annual “continuing education” requirement imposed by the State of California for CTEC Registered Tax Preparers. A listing of additional requirements to register as a tax preparer may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA, 95812-2890, toll-free by phone at (877) 850-2832, or on the Internet at www.ctec.org.
156 Ratings
Excellent
105
Very Good
37
Average
12
Poor
1
Terrible
0
MG
Nov 1st, 2021
The material was clearly presented, with examples that were very helpful.
PS
Jan 18th, 2024
Really enjoyed the presentation. Very helpful on RSUs.
WF
Nov 1st, 2021
It was clear information, with examples. great class.
SF
Dec 1st, 2021
Very informative
KH
Aug 29th, 2022
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