Calendar of Events
Prev MonthPrev Month Next MonthNext Month
Employee Stock Options - North County San Diego Chapter Meeting
Cocina Del Charro
1020 W San Marcos Blvd #50
San Marcos, California 92078
Thursday, July 14, 2022, 4:00 PM - 7:00 PM PDT
Category: In-Person Chapter Meetings

Employee Stock Options
North County San Diego Chapter In-Person Meeting

Date/Time:

Thursday, July 14, 2022
4:00 - 7:00 PM

Location:

Cocina Del Charro
1020 W San Marcos Blvd
Suite #50
San Marcos, CA 92078

Topic:

This course offers an overview of employee stock options. We will be covering employee stock option definitions, Qualified and Non-Qualified 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.

Presenter:

Jeffrey L. Halbert, EA
Jeff is an Enrolled Agent and has been practicing for 18 years. He is the President of JLHEA, Inc. located in Escondido, California. Jeff prepares tax returns for individuals, corporations, partnerships, 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.


CPE Information:

2 Federal Law hours (Topics covering existing tax law)

IRS: 18QC1-T-01682-22-I
CTEC: 1000-CE-5091

Knowledge Level: Basic (No prior knowledge expected)

Registration:

Member cost: $0
Non-Member cost: $40

Click the button below to register!

Contact the NCSD Chapter at [email protected] if you have any questions. 


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.


Contact: [email protected]