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CSTC Academy: Wednesday Webinar Series - Tax Implications of Exercise and Sale of Employee Stock Purchase Plans (ESPP) and Restricted Stock Units (RSU
Wednesday, August 11, 2021, 10:00 AM - 11:40 AM PDT
Category: Wednesday Webinar Series


Tax Implications of Exercise and Sale of Employee Stock Purchase Plans (ESPP) and Restricted Stock Units (RSU
Wednesday, August 11, 2021
10:00 AM to 11:40 AM

Cost: Member: $40 / Non-Member: $70

Speaker: Michael Tullio, EA
2 Federal Law Hours
IRS: 18QC1-T-01513-21-O
CTEC: 1000-CE-4911

Session Description:
Tax practitioners should know how to treat their tax clients’ tax and sales requirements of Employee Stock Purchase Plans and Restricted Stock Units. This is a primer on the terms, differences, calculations of these employee stocks as well as defining qualifying and disqualifying dispositions and how it affects taxes.

Knowledge Level: Intermediate

Learning Objectives:

#1: The attendees will learn the basics of different employee stock plansNQSO - Non-Qualified Stock OptionsISO - Incentive Stock OptionsRSU - Restricted Stock UnitsESPP - Employee Stock Purchase Plans

#2: Identify key mistakes to avoid when preparing tax returns for clients with employee stock. Watch-Out and Pitfalls.

#3: Be able to have a discussion to explain the tax implications for clients with employee stock.

Michael Tullio, EA
Mike is an Enrolled Agent and has been in the tax preparation business for nearly 40 years.  He is the owner of Michael A. Tullio Financial Services, located on Mission Gorge Road in San Diego California. Mike up until recently was a Senior Tax Content Analyst at Intuit, makers of Turbo Tax, ProSeries and Lacerte. He is an Enrolled Agent. He is a member of the National Society of Tax Preparers (NSTP) and a member of the California Society Tax Consultants (CSTC).