Tax Implications of Exercise and Sale of Employee Stock Purchase Plans (ESPP) and Restricted Stock Units (RSU)
San Jose Chapter Virtual Meeting

Date/Time:

Wednesday, July 17, 2024
5:00 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 requires registration before entering the meeting.

Topic:

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.

The attendees will learn the basics of different employee stock plans: NQSO - Non-Qualified Stock Option, ISO - Incentive Stock Option, RSU - Restricted Stock Unit, ESPP - Employee Stock Purchase Plans
Identify key mistakes to avoid when preparing tax returns for clients with employee stock. Watch-Out and Pitfalls.

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

Presenter:

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).

CPE Information:

2 Federal Law hours (Topics covering existing tax law)

IRS: 18QC1-T-01962-24-O
CTEC: 1000-CE-5405

Knowledge Level: Basic (No prior knowledge expected)

Cost:

Cost if registered by July 14, 2024 at midnight
Registration Fee (Member): $10
Registration Fee (Non-Member): $40

Cost if registered after July 14, 2024 at midnight
Registration Fee (Member): $20
Registration Fee (Non-Member): $50

Cancellation and Refund Policy for Webinar Purchase: 
Written cancellations will be accepted up to three (3) business days before the course begins for a full refund. Please email your request to [email protected]. No refunds will be given if cancellation notice is received later than three (3) business days before the course begins, or for no-show registrants.

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.