and tax-free distributions for qualified medical expenses
or clients coordinating long-term benefit and savings strategies
Start Bonus Depreciation and learn how qualifying property rules
yet must still be treated as earned income for certain refundable credits
and operational intelligence are transforming the way firms operate and grow
Employee Stock Options - 1 Hour CPE Lee Reams Sr BSME EA and tax-free distributions for qualifiedLearn 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