Speaker: Beth Logan, EA
CE: 1 IRS/CTEC
Price: Free to Members | $60 Nonmembers

When your client says, “my employer gave me stock options,” what do you need to ask? What do you need to know? This class will explain the basics of stock options and help you navigate the information necessary to accurately report them on a tax return. Participants will gain an understanding of the different types of stock options and the tax implications of each. The course will review the various forms used to report stock options, identify what information the taxpayer must provide to the preparer, and explain the potential tax advantages associated with each type of option.

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