Stock options - ISO, NSO, 83b election, QSBS, RSU 
San Diego Chapter Virtual Meeting

Date/Time:

Thursday, June 18, 2026
4:00 PM to 6:00 PM

Location:

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

Topic:

ISOs and Alternative Minimum Tax (AMT)- Explain the relationship between Incentive Stock Options (ISOs) and Alternative MinimumTax (AMT).- Identify when AMT applies to clients exercising ISOs and determine its tax implications.- Guide clients on maximizing AMT credits and navigating balance due scenarios.- Use client-ready visuals to simplify complex tax discussions effectively.

Presenter:

Phuc Ly, EA
Phuc Ly is an Enrolled Agent with over 20 years of experience in tax preparation and advisory. He spent 17 years building and scaling a tax firm to a 15-person team, serving over 1,000 clients, and ultimately selling the business in 2023 for seven figures. After the sale, Phuc took a year off to reassess his next chapter and discovered his passion for training and developing people—rooted in his experience training his own employees, watching them grow, and seeing them step into high-value, client-facing roles. Today, as the Founder of Level Up Quest, he helps tax professionals learn how to confidently offer tax strategies and build firms that are less reliant on the owner. His work focuses on simplifying complex tax concepts, strengthening client communication, and developing teams that can consistently deliver high-value advisory services.

CPE Information:

2 Federal Law hour(s) (Topics covering existing tax law)

IRS: 18QC1-T-02294-26-O
CTEC: 1000-CE-05781

Knowledge Level: Advanced (More experienced)

Cost:

Cost: (if registering before June 16, 2026 at 11:59 PM PST)
Registration Fee (Member): $45
Registration Fee (Non-Member): $90

Cost: (if registering after June 16, 2026 at 11:59 PM PST)
Registration Fee (Member): $55
Registration Fee (Non-Member): $100

Registration:

Cancellation and Refund Policy:
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.