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

Tax Implications of Employee Stock Plans & Stock Options (Advanced 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.

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

Materials
Each participant will receive a 40-plus page workbook, which reviews each topic covered and provides resources and a glossary for future use

Duration
2-3 hours

Learning Outcomes

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.