WEBINAR: Investment Stock Options - a Deeper Dive
2 Hours Tax (Federal); IRS:
During this webinar we will cover advanced knowledge of investment income commonly associated with employment. Attendees will leave the program with an understanding of the different types of stock options and how the tax code treats each. It will also address when and why some stock options are treated as wages and others as investment income.
Learning Objectives:
- Understand the different types of stock options, how they are reported to the taxpayer, and where they are reported on a tax return.
- Understand when stock options are subject to ordinary tax rates versus capital gains rates.
- Recognize which stock incentive the taxpayer has received
- Know how to determine the basis
- Demonstrate how AMT affects ISOs
- Apply the knowledge gained on real-life tax returns.
Registration Options
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Registration Options
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Credits | Price |
|---|---|---|
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Member
Registration Ends 10/26/26 at 1:00 PM EDT
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2.00 (Tax (Federal)) | $59.00 |
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Non-Member
Registration Ends 10/26/26 at 1:00 PM EDT
|
2.00 (Tax (Federal)) | $89.00 |
Beth Logan, EA
Beth Logan, EA is a lead Tax Advisor at Kozlog Tax Advisers. She is Past President of the Massachusetts Society of Enrolled Agents, member of the National Association of Enrolled Agents, a graduate of the NAEA Schuldiner/Smollan Leadership Academy (SSLA), and recipient of the 2023 NAEA Excellence in Education Award. Beth is the lead author of the national EA Journals’ BitCoin article, a tax instructor, and author of multiple books on taxes.
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For More Information:
150 Corporate Center Drive Suite 205Camp Hill, Pennsylvania 17011
United States 800.270.3352