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All Products, Stock Options
Using visuals to simplify Qualified Small Business Stock
CourseUnlock the benefits of Qualified Small Business Stock in our concise e-learning course. Learn the eligibility, tax advantages, and strategic considerations using interactive visuals and scenarios. Earn 1-hour CPE credit.
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All Products, Stock Options
Using Visuals to simplify: NSOs when Strike price = FMV
CourseUsing visuals to help explain the complexity of Non-statutory Stock Options (NSOs). These visuals are a great resource for client meetings and training staff. This course will go over the various scenarios that clients face with their NSOs.
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All Products, Stock Options
Using Visuals to simplify: NSOs when Strike price < FMV
CourseUsing visuals to help explain the complexity of Non-statutory Stock Options (NSOs). These visuals are a great resource for client meetings and training staff. This course will go over the various scenarios that clients face with their NSOs.
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All Products, Stock Options
Using Visuals to simplify: NSOs go IPO
CourseUsing visuals to help explain the complexity of Non-statutory Stock Options (NSOs). These visuals are a great resource for client meetings and training staff. This course will go over the various scenarios that clients face with their NSOs.
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All Products, Stock Options
Using Visuals to Simplify Restricted Stock Units
CourseAn online e-learning course where we use visuals to help explain Restricted Stock Units. We go through the various scenarios taxpayer may face with their RSUs and will be able to know the tax implication with each scenario. Earn 1-hour CPE credits.
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All Products, Stock Options
Using Visuals to Simplify Employee Stock Purchase Plan
Course5.0 average rating (2 reviews)An online e-learning course where we use visuals to help explain ESPP. We go through the various scenarios taxpayer may face with their ESPP and will be able to know the tax implication with each scenario.