November 21, 2022


Webinar


2 Total CPE Credits

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

Learning 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

Major Topics

  • What stock options are and why they are growing in popularity
  • How stock options work, including the process of conveyance and vesting
  • How to exercise stock options and the implications from doing so
  • The risks associated with stock options and how to manage exposure
  • Tax consequences and updates regarding stock options
  • Strategies for selecting the best time to exercise stock options
  • The difference between the two types of stock options: non-qualified and incentive
  • The basic terminology relevant to owning and exercising options

CPE Credits Available

2
Total CPE
1
Specialized Knowledge
1
Taxes

Things to Know About This Course

Course Level

  • Basic

Prerequisites

None

Advanced Preparation

None

Intended Audience

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

Provider

Surgent McCoy CPE

This event has ended.