Equity Compensation Accounting and Tax Courses
Today, there is greater scrutiny than ever before surrounding equity compensation accounting and reporting. That's why Two Step Software offers online education to simplify and explain the key terms, calculations, and processes for financial executives and stock plan administrators. Whether you're a beginner or a seasoned veteran, there's a class for you.
All training sessions are online and led by a live, expert instructor with a CEP certification and equity accounting experience. This is not software application training, but pure accounting and tax education. You'll learn the nuts and bolts with clear slides and diagrams.
From the comfort of your office, you can log in to the online meeting and join the conference call. Scheduled dates and fees are listed below. Choose the course that's right for you or contact us with any questions at: training@twostep.com or (800) 223-8900.
After you register, we will send you payment instructions and an email to join the session.
CPE Credits for CPAs, Attorneys, and Finance and Accounting Professionals
These programs provide one CPE credit for each one hour of class instruction in the area of specialized knowledge and applications. No prerequisites or advance preparation are required.
See: Registration Process and Refund Policy
COURSE AVAILABILITY COST
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This training course is critical to any finance professional or stock plan administrator who has not previously had an introduction to the basic terminology and concepts that relate to equity compensation expensing under FAS 123R.
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Online Webcast |
$250 |
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Developed for accounting and financial professionals who are new to FAS 123R, this course provides an overview and introduction to FAS 123R, emphasizing practical applications in the areas of equity accounting; FAS 123R terminology and compliance; and valuation. A case study of an option grant cycle and how this cycle affects financial statements will be presented. |
Online Webcast |
$250 |
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For those who are already familiar with FAS 123R, this course provides an online investigation of advanced practical accounting applications for stock plan administration, including an advanced analysis of FAS 123R; a review of continuing rules under FAS 123 and FIN44; discussions on how to transition from old to new rules, expense attribution and corporate tax accounting; and how to operate and accurately calculate valuation using a software system. Sample studies on how FAS 123R is implemented at a public and a non-public company will be presented. |
Online Webcast |
$350 |
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Developed for stock plan administrators, this course provides an introduction to the taxation rules for ISOs, NQOs, ESPPs, restricted stock awards, foreign-based plans, stock appreciation rights, non-qualified ESPPs, and transferable stock options (TSOs). You will learn how Sec. 83(b) elections, early exercises, stock swaps, and modified options affect taxes for the employee and the company. Examples of typical situations will also be addressed. |
Online Webcast |
$250 |
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This advanced course is intended for stock plan administrators who already have a good understanding of the taxation rules for their equity plan. This course provides an investigation of new and updated laws and applications, including: 409A, 83(b), and ISO regulations. In addition, all existing regulations and applications, as well as liability issues (e.g. Section 83, 162(m), 280G, DDs and QDs, tax-qualified plans) will be covered. A case study of a public, global corporation with various complexities will be presented. Advanced topics pertaining to mergers, non-qualified plans, RSAs, SARs, RUs, deferred compensation, TSOs, promissory notes, and loans and stock swaps will be addressed. |
Online Webcast |
$250 |