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Friday, January 24, 2025 Live Webcast

Employee Stock Options: What Financial Professionals Should Know When Advising Their Clients (X1-WSKT-2025-01-WEBNR-24-01)

10:00 AM - 12:00 PM EST
webcast

Vendor Platform

1 CPE Credits in SK
1 CPE Credits in TX

OVERVIEW

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 75% 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 financial 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.

DESIGNED FOR

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

BENEFITS

  • 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

HIGHLIGHTS

  • 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

COURSE LEVEL

Basic

PREREQUISITES

None

ADVANCE PREPARATION

None

ADDITIONAL NOTES

  • Qualifies for CFP credit

INSTRUCTOR

Jason Cornell

Jason Cornell

Jason Cornell is an experienced civil litigator with over 14 years of experience working in areas of automobile negligence, products liability and wrongful death. As a commercial litigator, Jason has represented a wide range of high-profile clients, including Hess Energy, Morgan Stanley and NBC Universal. Jason’s litigation experience also includes representing the bankruptcy trustee for one of the largest bank failure cases in U.S. history. Prior to practicing law, Jason worked for several years as a senior claims representative at one of the nation’s largest insurance companies. Jason brings an impressive range of insight and understanding on how insurers and corporate defendants value and litigate personal injury claims. Prior to joining Clark Fountain, Jason was an equity partner at an AmLaw 200 law firm. Jason previously served as editor and lead author of the South Florida Trial Practice Blog and the Delaware Corporate Bankruptcy Blog. Jason is a contributing author to Clark Fountain’s blog, writing on issues relevant to automotive defect litigation. During his career, Jason received awards for pro bono work representing dependent and neglected children, as well as his for his commitment to mentoring young attorneys. Jason previously served on the board of two nonprofits, one providing therapy services for children on the autistic spectrum and another advocating for grandparents who have custody of their grandchildren. Jason is a member of both the Florida Justice Association and the Palm Beach Justice Association.

PRICING

$89.00 - Member

$109.00 - Nonmember

Register Today


Note: Online pre-registration will close on January 24 at 9:30 AM.

ADDITIONAL OPTIONS

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COURSE DEVELOPER

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