Surgent’s Employee Stock Options: What Financial Professionals Should Know When Advising Their Clients
Description
Companies often offer stock options as an additional form of compensation to attract and retain the best talent. Used appropriately, stock options can generate significant wealth, yet many employees are unfamiliar with how stock options work and why options serve as a valuable opportunity for employees to establish and grow their wealth. Unfortunately, employees who receive stock options are often unaware of their inherent risks.
Research has shown that over 76% of employees have never exercised their stock options. Almost half of these individuals (48%), say they held off on selling their options due to fear of making a mistake. This course provides accounting and finance professionals with a broad overview of employee stock options. The webinar is designed to help participants better understand the fundamentals behind these investments and, in turn, better advise their clients.
Objective
Understand the opportunities and risks associated with employee stock options Assist clients with making informed decisions concerning options Explain strategies for owning and selling options, including tax consequences
Advanced Preparation
None
Required Knowledge
None
Who Should Attend
Anyone who seeks to have a better understanding of stock options in their role as trusted advisor to their clients
Credit Types
- CPE – Specialized Knowledge, CPE – Taxes
- CFP
Registration Fees
| Registration | Type | Price |
|---|---|---|
| WRS48326: Registration – Member | Mem | $105 |
| WRS48326: Registration – Non-Member | NM | $230 |
The North Carolina Association of Certified Public Accountants is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org/.For information regarding refund, complaint, program cancellation or other policies, visit our Registration Policies page or call 800-469-1352.