Employee Stock Plans: RSU, ESPP, ISO, and NQSO
San Jose Chapter Online Meeting

Date/Time:

Wednesday, February 16, 2022
5:00 PM to 7:00 PM

Location:

Online Meeting via Zoom
This will be Zoom Meeting. Once you register and pay, the Zoom link will be provided for you to log in at the designated meeting time. Zoom does require registration before entering the meeting. 

Topic: 

Your clients are compensated with RSUs, ISOs, and NQSOs. Hopefully they are taking advantage of their ESPP plans. However, your clients are getting a lot of misinformation about tax planning for their employee stock. Or worst yet, their tax returns have been prepared incorrectly. We will review the tax aspects of these different stock plans and make sure the reporting on the tax returns are correct.

Presenter:

Lawrence Pon, CPA/PFS, CFP, EA, USTCP, AEP
Mr. Pon is a Certified Public Accountant, Personal Financial Specialist, Certified Financial Planner, Enrolled Agent, United States Tax Court Practitioner, and Accredited Estate Planner in Redwood Shores, CA.

Mr. Pon has been in practice since 1986 and enjoys helping his clients reach their financial goals. He frequently speaks on tax and financial planning topics.

Mr. Pon received his BS in Business Administration with emphases in Accounting and Finance from the University of California, Berkeley and MS in Taxation from Golden Gate University in San Francisco.

CPE Information:

2 Federal Law hours (Topics covering existing tax law)

IRS: 18QC1-T-01613-22-O
CTEC: 1000-CE-5019

Knowledge Level: Intermediate (Basic knowledge helpful)

Cost:

Registration Fee (Member): $0
Registration Fee (Non-Member): $30

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 www.ctec.org.