Products
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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.
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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.