24SS-0301: Surgent's Max the Tax: Equity Compensation (Self-Study)
Valid for one year from purchase date
Self-study - Downloadable PDF
1 CPE (1 technical) | 1 IRS CE
If the organization paying
for the purchase is exempt from sales tax, call us at 952-831-2707 to complete your purchase.
Add to cart
Liam, a public relations executive, needs expert advice regarding equity compensation options he has received. Liam researched key topics but needs the participant's help to validate his findings. Then, participants will review various equity compensation scenarios and advise on the most appropriate tax planning strategies available (e.g., Section 83(b) election, etc.).
Major subjects
-
Stock grants, including Restricted Stock Awards (RSAs), Restricted Stock Units (RSUs), and Performance Share Units (PSUs)
-
Stock options and rights, including Incentive Stock Options (ISOs), Non-Qualified Stock Options (NQSOs), Stock Appreciation Rights (SARs), and phantom awards
-
Employee Stock Purchase Plans (ESPPs)
-
Equity awards and partnerships / S Corporations
Learning objective(s)
-
Understand the tax consequences of equity awards and compensation
-
Distinguish between qualified and disqualified dispositions of Employee Stock Purchase Plans
-
Determine when it is appropriate to make a Section 83(b) election
Who should take this program?
Accounting professionals and anyone needing foundational information related to equity compensation
Fees
Our records indicate
you are a
nonmember.
If you register, you will be charged
$49.00
(Standard Nonmember Fee).
Members: Please
log in
to receive member fee.
|
Standard Member Fee |
$49.00
|
 Standard Nonmember Fee |
$49.00
|
