2025 Stay ahead with the latest tax updates for October 2025
or clients coordinating long-term benefit and savings strategies
and advanced tax planning
and tax-free distributions for qualified medical expenses
including deductibility rules
Employee Stock Options - 1 Hour CPE Lee Reams Sr BSME EA 2025 Stay ahead with theLearn the tax treatment, reporting rules, and planning strategies for employee stock options, ISOs, ESPPs, and restricted stock. Learning Objective: In a course on employee stock options students learn the differences between nonstatutory and statutory (ISO ESPP) options and restricted stock, how and when income is recognized (exercise vs. sale, same year dispositions, ISO exercise with no sale), and the AMT deferral preference and FICA consequences