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Surgent's Employee Stock Options: What Financial Professionals Should Know When Advising Their Clients

 Various
 
2.0
Registration is Open
Member Price
$99.00 Regular Registration
Your Price
$104.00 Regular Registration
This course is being offered on multiple dates, listed below. Click the Register button next to your preferred date to register.
 Mon, 06/16/2025 from 10:00 am to 12:00 pm
 Mon, 09/15/2025 from 10:00 am to 12:00 pm
 Fri, 10/24/2025 from 10:00 am to 12:00 pm
 Mon, 11/17/2025 from 10:00 am to 12:00 pm
 Fri, 12/05/2025 from 2:00 pm to 4:00 pm
 Wed, 12/24/2025 from 10:00 am to 12:00 pm
 Fri, 01/23/2026 from 10:00 am to 12:00 pm
 Mon, 02/09/2026 from 10:00 am to 12:00 pm
 Thu, 03/12/2026 from 1:00 pm to 3:00 pm
 Currently available
Designed For:

Anyone who seeks to have a better understanding of stock options in their role as trusted advisor to their clients

Prerequisite:

None

Companies often offer stock options as an additional form of compensation to attract and retain the best talent. Used appropriately, stock options can generate significant wealth, yet many employees are unfamiliar with how stock options work and why options serve as a valuable opportunity for employees to establish and grow their wealth. Unfortunately, employees who receive stock options are often unaware of their inherent risks.Research has shown that over 76% of employees have never exercised their stock options. Almost half of these individuals (48%), say they held off on selling their options due to fear of making a mistake. This course provides accounting and finance professionals with a broad overview of employee stock options. The webinar is designed to help participants better understand the fundamentals behind these investments and, in turn, better advise their clients.

Delivery Method: Individual webcast
CPE Credit: Specialized knowledge, Taxes
Program Level: Basic

This course is being offered by a 3rd party vendor and will not be accessible on your My CPE page. Webinar access information will be emailed directly to you by Surgent McCoy.

Objectives

  • Understand the opportunities and risks associated with employee stock options
  • Assist clients with making informed decisions concerning options
  • Explain strategies for owning and selling options, including tax consequences

Speakers

Advanced Preparation

None

Vendor

The Virginia Society of CPAs (VSCPA) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: NASBARegistry.org.

For more information regarding refund, complaint, program cancellation or other policies, visit our Registration Policies page or call (800) 733-8272.