This course provides a comprehensive introduction to various forms of equity compensation, including stock options, restricted stock units (RSUs), and employee stock purchase plans (ESPPs). Attendees will outline the principles, structures, and financial frameworks of equity compensation in order to navigate complexities and maximize value. 

By understanding key topics such as vesting schedules, stock option exercises, equity awards, and tax implications, participants will gain the knowledge required to craft effective strategies to enhance equity compensation. 

Learning Objectives:

• Identify various types of equity compensation vehicles and how they function


• Recognize key vesting schedules and critical dates associated with equity awards, and evaluate the tax impacts and reporting requirements for equity income


• List personalized strategies to enhance the value and benefits derived from equity compensation arrangements

NASBA Approved

CPAacademy.org (Sponsor Id#: 111889) 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.

CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222