Surgent's Max the Tax: Equity Compensation
Valid for one year from purchase date
Self-study - Downloadable PDF
1 CPE (1 technical) | 1 IRS CE
Course code: 24SS-0301
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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
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Stock grants, including Restricted Stock Awards (RSAs), Restricted Stock Units (RSUs), and Performance Share Units (PSUs)
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Stock options and rights, including Incentive Stock Options (ISOs), Non-Qualified Stock Options (NQSOs), Stock Appreciation Rights (SARs), and phantom awards
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Employee Stock Purchase Plans (ESPPs)
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Equity awards and partnerships / S Corporations
Learning objectives
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Understand the tax consequences of equity awards and compensation
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Distinguish between qualified and disqualified dispositions of Employee Stock Purchase Plans
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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
Pricing
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Standard Member Fee |
$49.00
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 Standard Nonmember Fee |
$49.00
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