Products
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All Products, Stock Options
Using Visuals to Simplify: ISO - AMT paid and AMT credit
Course5.0 average rating (3 reviews)Using visuals to learn how to navigate ISOs and Alternative Minimum Tax. Learn how AMT gets affected when exercising ISOs, and how AMT credit works.
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All Products, Stock Options
Using Visuals to Simplify: ISOs when Strike price = FMV
Course5.0 average rating (2 reviews)Learn how to navigate the scenario for Incentive Stock Options. Specifically when the strike price = FMV at time of exercising.
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All Products, Stock Options
Using Visuals to Simplify: ISOs when Strike price < FMV
CourseLearn how to navigate the scenario for Incentive Stock Options. Specifically when the strike price < FMV at time of exercising.
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All Products, Stock Options
Using Visuals to Simplify: ISOs when company goes IPO - Exercise & Sell same-day
CourseLearn how to navigate the various ISO scenarios that clients may have. This course is specifically for clients with ISOs when their company is going IPO. This will go over the taxes involved with exercise and sell same-day.
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All Products, Stock Options
Using Visuals to Simplify: ISOs when company goes IPO - Exercise & Hold... then Sell
CourseLearn how to navigate the various ISO scenarios that clients may have. Specifically how taxes are calculated when a client's company goes IPO and there is a large delta between the strike price and FMV.
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All Products, Stock Options
Using visuals to simplify 83(b) elections
CourseMaster the 83(b) Election with our visual e-learning course. Designed for tax professionals, this course uses engaging visuals to explain the who, what, why, when, where, and how of an 83(b) Election. Earn 1-hour CPE credit.