Surgent's Employee Stock Options: What Financial Professionals Should Know When Advising Their Clients (WSKT)
2025-09-15 14:00 - 16:00 UTC | Webinar
Surgent's Employee Stock Options: What Financial Professionals Should Know When Advising Their Clients (WSKT)

09/15/25 09:00 AM CST
- 09/15/25 11:00 AM CSTDescription:
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.Objectives:Understand the opportunities and risks associated with employee stock optionsAssist clients with making informed decisions concerning optionsExplain strategies for owning and selling options, including tax consequencesPresenters:Jason Cornell, Esq.Field of Study:Specialized Knowledge (1), Taxes (1)Major Topics:What stock options are and why they are growing in popularityHow stock options work, including the process of conveyance and vestingHow to exercise stock options and the implications from doing soThe risks associated with stock options and how to manage exposureTax consequences and updates regarding stock optionsStrategies for selecting the best time to exercise stock optionsThe difference between the two types of stock options: non-qualified and incentiveThe basic terminology relevant to owning and exercising optionsLocation:
Webinar

,
