Webinar: Surgent's Tax Reporting for Executive Compensation
WS1786 | Course | Basic | Scheduled
Description
This comprehensive course delves into the intricate world of executive compensation, focusing on the taxation and reporting procedures for various types of compensation arrangements. Participants will gain a deep understanding of the key differences between incentive stock options (ISOs) and nonqualified stock options (NQSOs), as well as the tax treatment and reporting requirements for restricted stock awards, stock appreciation rights (SARs), phantom stock plans, and employee stock purchase plans (ESPPs). The course will also cover the accurate analysis of tax forms and schedules used for reporting executive compensation, common tax reporting errors to avoid, and strategies for handling extensions, estimated taxes, and increased IRS scrutiny.
Credits
| Number of Credits | Type of Credits |
|---|---|
| 2.00 | Taxes |
Designed For
Accounting and finance professionals who advise clients or their own organizations on issues related to employer stock and executive compensation
Prerequisites
None
Highlights
- Nonqualified deferred compensation (NQDC)
- Nonqualified stock options (NQSOs)
- Incentive stock options (ISOs)
- Restricted stock/restricted stock units (RSUs)
- Stock appreciation rights (SARs) and phantom stock
- Employee stock purchase plans (ESPPs)
- Applicable tax forms and schedules
- Stock sale reporting
- Estimated taxes
- Filing deadlines and extensions
- State taxation
Objectives
- Understand and explain the taxation and reporting procedures for nonqualified deferred compensation (NQDC) arrangements
- Distinguish between incentive stock options (ISOs) and nonqualified stock options (NQSOs) in terms of taxation and reporting requirements
- Describe the tax treatment and reporting procedures for restricted stock awards
- Differentiate between the taxation and reporting requirements for stock appreciation rights (SARs) and stock options
- Discuss the taxation and reporting considerations for phantom stock plans
- Explain the tax benefits, reporting procedures, and participant eligibility for employee stock purchase plans (ESPPs)
- Understand the tax consequences and reporting requirements of stock bonus plans
- Outline the tax incentives, contribution limits, and reporting procedures for employee stock ownership plans (ESOPs)
- Interpret and analyze the tax forms and schedules used for reporting executive compensation
- Recognize and prevent common tax reporting errors associated with executive compensation plans
- Formulate strategies for stock sale reporting, estimated taxes, filing deadlines and extensions, and state taxation
Preparation
None
Notes
This webinar is provided by Surgent. After registering for the course, you will receive an email from Surgent with instructions for logging in to the webinar and obtaining your eMaterials.
You may confirm that your computer meets the minimum requirements by visiting: https://www.surgentcpe.com/webinartest/.
Prices
- Member (Early Bird)
- $99.00
- Non-Member (Early Bird)
- $99.00
- Member
- $99.00
- Non-Member
- $99.00