Tax Implications of Employee Stock Plans & Stock Options (Advanced Course)

Audience: Recommended for those who have taken the intermediate course, "Understanding Employee Stock Plans & Stock Options," or for those who already have a good understanding of the terminology used and the operation of employee stock plans and stock options
Length: 2-3 hours
Materials: Each participant will receive a 40-plus page workbook, which reviews each topic covered and provides resources and a glossary for future use

 

Course Description:

Through direct application of current tax laws, participants will gain knowledge of the tax ramifications for stock purchases and sales made through employee stock plans and stock options.

Course Objectives:

  • Uncover five essential tax terms.
  • Review current tax rate information.
  • Determine whether gains and losses are short-term or long-term and how they are computed.
  • Examine how regular and alternative minimum tax is calculated.
  • Discover who is required to make estimated tax payments.
  • Analyze and solve real-life employee stock plan and stock option case studies using innovative, easy-to-use tax flow charts.
  • Distinguish between qualifying versus disqualifying dispositions.
  • Compare taxes on cash and cashless exercises as well as sell-to-cover stock option transactions.
  • Figure how much tax is owed, how it is treated, and when it needs to be paid.

 

 

 

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