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Surgent's Tax Reporting for Executive Compensation

 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.
 Thu, 06/12/2025 from 10:00 am to 12:00 pm
 Wed, 07/23/2025 from 1:00 pm to 3:00 pm
 Fri, 10/17/2025 from 1:00 pm to 3:00 pm
 Mon, 10/27/2025 from 1:00 pm to 3:00 pm
 Thu, 11/20/2025 from 10:00 am to 12:00 pm
 Tue, 12/09/2025 from 2:00 pm to 4:00 pm
 Fri, 01/09/2026 from 10:00 am to 12:00 pm
 Wed, 02/11/2026 from 1:00 pm to 3:00 pm
 Mon, 03/09/2026 from 1:00 pm to 3:00 pm
 Mon, 04/27/2026 from 2:00 pm to 4:00 pm
Designed For:

Accounting and finance professionals who advise clients or their own organizations on issues related to employer stock and executive compensation

Prerequisite:

None

This comprehensive course delves into the intricate world of executive compensation, focusing on the taxation and reporting procedures for various types of compensation arrangements. Participants will gain a deep understanding of the key differences between incentive stock options (ISOs) and nonqualified stock options (NQSOs), as well as the tax treatment and reporting requirements for restricted stock awards, stock appreciation rights (SARs), phantom stock plans, and employee stock purchase plans (ESPPs). The course will also cover the accurate analysis of tax forms and schedules used for reporting executive compensation, common tax reporting errors to avoid, and strategies for handling extensions, estimated taxes, and increased IRS scrutiny.

Delivery Method: Individual webcast
CPE Credit: 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 and explain the taxation and reporting procedures for nonqualified deferred compensation (NQDC) arrangements
  • Distinguish between incentive stock options (ISOs) and nonqualified stock options (NQSOs) in terms of taxation and reporting requirements
  • Describe the tax treatment and reporting procedures for restricted stock awards
  • Differentiate between the taxation and reporting requirements for stock appreciation rights (SARs) and stock options
  • Discuss the taxation and reporting considerations for phantom stock plans
  • Explain the tax benefits, reporting procedures, and participant eligibility for employee stock purchase plans (ESPPs)
  • Understand the tax consequences and reporting requirements of stock bonus plans
  • Outline the tax incentives, contribution limits, and reporting procedures for employee stock ownership plans (ESOPs)
  • Interpret and analyze the tax forms and schedules used for reporting executive compensation
  • Recognize and prevent common tax reporting errors associated with executive compensation plans
  • Formulate strategies for stock sale reporting, estimated taxes, filing deadlines and extensions, and state taxation

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.