Products
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All Courses, 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 Courses, 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 Courses, 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 Courses, 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.
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All Courses, Advanced Courses
Life Insurance Retirement Plan
CourseUnlock the secrets of LIRPs with Dave Spence, CPA! Learn how to boost retirement savings and minimize taxes. Perfect for tax pros wanting to offer clients innovative, tax-free income strategies.
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All Courses, Ethics
Ethics - Ethical responsibilities for enrolled agent
CourseMaster IRS ethics and compliance with our comprehensive course on Circular 230, tax scams, and professional responsibility. Learn to identify fraud schemes, maintain ethical standards, and protect your practice while guiding clients.