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Employer Stock Equity - Options & Tax Implications
Course Information
Content Level: Intermediate
NAPFA Subject Area: D-Income Tax Planning
Course Description

This webinar will provide a detailed review of ISOs, NQSOs, RSUs, and ESPPs, and the vernacular. Participants will explore the risk elements and the consequential tax implications of possible actions related to employer stock equity. Time for Q&A will follow.

Learning Objectives
  1. Explore various types of equity awards
  2. Understand the risk and reward involved
  3. Estimate tax implications
Speaker
Amy Hamasaki, CFP®, EA
Amy Hamasaki, CFP®, EA, has served in various capacities over the past two decades in the personal financial planning arena. Nearly two years ago, she launched her own solo-practice firm, Mountain Wealth Planning, in Winter Park, CO,. Centering all financial planning components to income tax planning, she has found the most confusion among financial planners centered on the tax implications of employer equity awards.
Summary
Availability: On-Demand
Expires on Dec 31, 2022
Initial Cost: Member: $39.00
Non-Member: $59.00
Additional Cost: CFP® CE: $10.00
Credit Offered:
1 NAPFA CE Credit
1 CFP® CE Credit
Contains: 2 Courses
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