Employee Stock Options: What Financial Professionals Should Know When Advising Their Clients (VIRTUAL SEMINAR)

Monday, August 29 1:00pm - 2:40pm

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123 Webinar Way
Webinar, IA 00000

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2.00 Credits

Member Price $89.00

Non-Member Price $119.00


  • 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

Designed For

CPAs and other business professionals


To provide accounting and financial professionals with a broad overview of employee stock options, including a better understanding of the fundamentals behind these investments and in turn, better advise their clients.


  • This seminar qualifies for 2 hours of  Certified Financial Planner (CFP) CPE Credit
  • This seminar is only available via live webcast


Leader Bios

Arthur Auerbach

Arthur Auerbach, CPA, is a sole practitioner specializing in planning for individuals and closely held corporations. He is former chairman of the Federal Taxation Committee of the District of Columbia Institute of CPAs and serves as a member of that committee. He was also a member of the Board of Governors of the District of Columbia Institute of CPAs. Auerbach was formerly an editor for the Research Institute of America and a tax partner for a large regional CPA firm. His 38 years of experience also includes a position as an adjunct assistant professor at Pace University in New York where he taught intermediate and cost accounting. He has written many articles and is co-author of several books. He holds a B.B.A. from Pace University.

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Non-Member Price $119.00

Member Price $89.00