Mini #4- August 22 "Stock Options"

Mini #4 - Saturday, August 22, 2020
9 AM-12:35 PM
CSEA/MSEA USE PROMO CODE "MEMBERS"
This course qualifies for 4 IRS CE, 4 CTEC CE AND 4 NASBA CPE
Rob Lee, CPA

Working with clients in Silicon Valley, we see stock based compensation as a component for many of our clients. During this session we will explore the various types of stock based compensation that may of our clients may receive. We will explore the taxability of the following stock based compensation and various point is the life-cycle of these instruments:

· ISO Stock Options

· Non-Qualified Stock Options

· Restricted Stock Unit

· Use of 83(b) election

· Qualified Small Business Stock

· State considerations of stock compensations

This course qualifies for 4 IRS CE, 4 CTEC CE AND 4 NASBA CPE

IRS Program: 7Q3WU-T-00177-20-O

CTEC Program: 6248-CE-0093

ALL COURSE MATERIALS WILL BE EMAILED TO ATTENDEES 2 DAYS BEFORE THE WEBINAR.

Pricing:
CSEA/MSEA Members: $65

Non-members: $75

MSEA CANCELLATION POLICY: To qualify for a refund, fax or call at least 48 hours prior to the event. No cash refunds will be provided. A credit voucher will be issued toward any MSEA function, if used within one year of the cancellation.