Webinar: Employee Stock Options: What Financial Professionals Should Know When Advising Their Clients
WS820 | Course | Basic | Scheduled
Description
Companies often offer stock options as an additional form of compensation to attract and retain the best talent. Used appropriately, stock options ca
Credits
| Number of Credits | Type of Credits |
|---|---|
| 1.00 | Specialized Knowledge |
| 1.00 | Taxes |
Designed For
Anyone who seeks to have a better understanding of stock options in their role as trusted advisor to their clients
Prerequisites
None
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
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
Notes
This webinar is provided by Surgent. After registering for the course, you will receive an email from Surgent with instructions for logging in to the webinar and obtaining your eMaterials.
You may confirm that your computer meets the minimum requirements by visiting: https://www.surgentcpe.com/webinartest/.
Prices
- Member (Early Bird)
- $99.00
- Non-Member (Early Bird)
- $99.00
- Member
- $99.00
- Non-Member
- $99.00