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Employee Stock Options - Orange County Chapter In-Person Meeting 8.11.21
Phoenix Club
1340 S. Sanderson AVenue
Anaheim, CA 92806

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Wednesday, August 11, 2021, 6:00 PM - 9:00 PM PDT
Category: Chapter Meetings

Employee Stock Options
Orange County Chapter In-Person Meeting


Wednesday, August 11, 2021
6:00 PM to 9:00 PM


The Phoenix Club
Grand Ballroom
1320 S Sanderson Ave
Anaheim, CA 92806
Plenty of free parking


Phoenix Club for invaluable training, a meal and camaraderie as we present Jeffrey Halbert E.A. on Employee Stock Options. This course offers an overview of employee stock options. We will be covering employee stock option definitions, Non-Qualified Options, and Non-Statutory 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 17 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-01543-21-I
CTEC: 1000-CE-4943

Knowledge Level: Intermediate (Basic knowledge helpful)


Registration Price Before August 2, 2021
Member Cost: $40
Non-Member Cost: $70

Registration Price After August 2, 2021
Member Cost: $50
Non-Member Cost: $70

The Phoenix Club is renowned for its great food and a delicious dinner is included with your registration. Depending on the Registration count we will have a full buffet dinner with iced tea, tea, or coffee - or we will order from the menu with 4 selections available. ** Please notify Patty Barron in advance if you request a vegan meal option.

Late registrants at the door: please keep in mind that at the door we do not accept credit cards. We can accept cash or a check payable to O.C. CSTC.

Click the button below to register!

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] or 949-715-4192