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1 CPE

Surgent's Max the Tax: Equity Compensation

This is a text-based course

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1 CPE

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This is a text-based course. To receive credit, you are required to review all content and achieve a minimum score of 70% on the final exam.

 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., §83(b) election, etc.).

Learning Objectives

  • 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 §83(b) election

Major Topics

  • 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

CPE Credits Available

1 CPE
1
Taxes

Things to Know About This Course

Course Level

  • Basic

Professional Area of Focus

  • Enrolled Agent - IRS Credit Eligible
  • Tax

Prerequisites

None

Advanced Preparation

None

Intended Audience

Accounting professionals and anyone needing foundational information related to equity compensation 

Provider

Surgent CPE

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