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Employee Stock Options - Greater Long Beach Chapter In-Person Meeting 9.29.21
The Grand Events Center in Long Beach
4101 E. Willow Street
Long Beach, CA 90815

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Wednesday, September 29, 2021, 5:45 PM - 9:00 PM PDT
Category: Chapter Meetings

Employee Stock Options
Greater Long Beach Chapter In-Person Meeting


Wednesday, September 29, 2021
5:45 PM Sign-In
6:00 PM - 7:00 PM Dinner
7:00 PM - 9:00 PM Speaker


"The Grand" Events Center
4101 E. Willow St
Long Beach, CA 90815
Indoor parking at no cost


This course offers an overview of employee stock options. We will be covering employee stock option definitions, Non-Qualified Options and Non-Statuary Options. We will go in-depth as to what are Restricted Stock Grants, Incentive Stock Options and Employee Stock Purchase Plans (ESPP). We will also be covering how stock options are reported on Form W2 and on the taxpayer's tax return and how to report the AMT preference item for the exercise of incentive Stock Options.


Jeffrey L. Halbert, EA
Jeff is an Enrolled Agent and has been practicing for 17years. He is the president of JLHEA, Inc. located in Escondido, California. Jeff prepares tax returns for individual, corporations, partnership and trusts. Jeff is a member of California Society of Tax Consultants, the National Association of Enrolled Agents, and the California Society of Enrolled Agents, He has spoken for other chapter in Southern California.

CPE Information:

2 Federal Law hours (Topics covering existing tax law)
IRS: 18QC1-T-01557-21-I
CTEC: 1000-CE-4959

Knowledge Level: Intermediate (Basic knowledge helpful)


Registration Fee (Member):  $40
Registration Fee (Non-Member): $70

Dinner will be served on the premises. Nonmeat dishes are available. Please mention your preference at the time that your reservation is made. No credit cards accepted for this event.

How to register: Contact Dennis Kaho at (562) 421-8523 to register for this meeting. No E-Mail Registration.

Cancellation policy: If you made a reservation for this meeting and do not call to cancel at least five days prior to the meeting, you will be billed for the event. No show policy = no refund.

This presentation has been designed to meet the requirements of the Return Preparer Office, the California State Board of Accountancy; and the California Tax Education Council including code 31 of Federal Regulations10.6 (g). This does not constitute an endorsement by these groups. A listing of additional requirements to renew tax preparer registration may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA. 95812- 2890, or phone CTEC at (877) 850-2832, or on the Internet at

Contact: Contact Dennis Kaho at (562) 421-8523 to register for this meeting.