Published: November, 2021
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:
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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.
We believe in the value of relationships. We view every client relationship like a partnership, and truly believe that our success is a result of your success. We are committed to providing close, personal attention to our clients. We take pride in giving you the assurance that the personal assistance you receive comes from years of advanced training, technical experience and financial acumen.
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Our continual investment of time and resources in professional continuing education, state-of-the-art computer technology and extensive business relationships is indicative of our commitment to excellence.
Dec 13th, 2021
Very good presenter on a subject I had little knowledge on. It provided some background so I have a better understanding of these kind of stock options. I rarely, if ever, deal with the types of clients who have options to the extent the presenter does, but it still helped me to understand the basics.
Dec 13th, 2021
Instructor mostly read from or paraphrased the presentation slides including the examples/calculations.