CPE Course Surgent's Employee Stock Options: What Financial Professionals Should Know When Advising Their Clients On-Demand Webcast

Location Webinar

Member Price $49.00
Non-member Price $79.00

Curriculum Specialized Knowledge, Taxation

Field of Interest

Level Beginning

Designed For

Anyone who seeks to have a better understanding of stock options in their role as trusted advisor to their clients


  • 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


  • What stock options are and why they are growing in popularity
  • How stock options work, including the process of conveyance and vesting
  • How to exercise stock options and the implications from doing so
  • The risks associated with stock options and how to manage exposure
  • Tax consequences and updates regarding stock options
  • Strategies for selecting the best time to exercise stock options
  • The difference between the two types of stock options: non-qualified and incentive
  • The basic terminology relevant to owning and exercising options





Surgent McCoy CPE, LLC

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