Employee Stock Options: What Financial Professionals Should Know When Advising Their Clients
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Virtual
2.00 Credits
Member Price $109.00
Non-Member Price $189.00
Overview
You could pay $0 for this course!
Companies often offer stock options as an additional form of compensation to attract and retain the best talent. Used appropriately, stock options can generate significant wealth, yet many employees are unfamiliar with how stock options work and why options serve as a valuable opportunity for employees to establish and grow their wealth. Unfortunately, employees who receive stock options are often unaware of their inherent risks. Research has shown that over 76% of employees have never exercised their stock options. Almost half of these individuals (48%), say they held off on selling their options due to fear of making a mistake. This course provides accounting and finance professionals with a broad overview of employee stock options. The webinar is designed to help participants better understand the fundamentals behind these investments and, in turn, better advise their clients.This course qualifies for reimbursement through the state’s Workforce Training Express Fund. Firms/companies with fewer than 50 staff can be reimbursed up to 100% of the cost of training and firms/companies with 50-100 employees can be reimbursed up to 50% of the cost of training. You must register for the course and apply for reimbursement through the Workforce Training Express Fund website a minimum of three weeks prior to the start of the course. The course code for this program is C-13058. To learn more, click here or contact Julia Ekelund at jekelund@masscpas.org.
Highlights
What stock options are and why they are growing in popularity How stock options work, including the process of conveyance and vesting How to exercise stock options and the implications from doing so The risks associated with stock options and how to manage exposure Tax consequences and updates regarding stock options Strategies for selecting the best time to exercise stock options The difference between the two types of stock options: non-qualified and incentive The basic terminology relevant to owning and exercising options
Prerequisites
None
Designed For
Anyone who seeks to have a better understanding of stock options in their role as trusted advisor to their clients
Objectives
Understand the opportunities and risks associated with employee stock options Assist clients with making informed decisions concerning options Explain strategies for owning and selling options, including tax consequences
Preparation
None
Leader(s):
Leader Bios
Dennis Riley, Surgent McCoy CPE LLC
Dennis Riley, CPA, MBA, has more than 25 years of experience in accounting, consulting, tax preparation, and government representation. He specializes in the tax and business needs of individuals, families, and entrepreneurial small businesses. The Vision Project identified him as an early adopter of new technology and new integrations of accounting and consulting information. He is a frequent lecturer on topics related to taxation and closely-held businesses. Riley’s experience includes a range of services including negotiations with federal and state government tax authorities, offers in compromise, closing agreements, strategic business plans, litigation support, record reconstruction, business formation and dissolution, problem solving, and tax preparation. He has resolved multiple-year filing issues, organization issues, and business transition problems.
Non-Member Price $189.00
Member Price $109.00