The Stock Options Playbook: Turning Complexity into Clarity
This Program examines tax research and documentation by covering primary and secondary authorities, levels of authority, research methodology, the IRAC framework, search techniques, authority evaluation, and communication of research results. Participants will explore tax planning and compliance research, documentation practices, and a case study illustrating research, analysis, recommendations, and reporting.
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*Self-Study recording available for IRS CE Credit only (NO CPE)
NASBA Field of Study: Taxes
IRS Program #: 7Q3WU-T-00947-26
CTEC Course #: 6248-CE-00287
Larry Pon
,
CPA/PFS, CFP, EA, USTCP, AEP
Larry has been a tax professional since 1986 with a tax planning, preparation, and representation practice in Redwood Shores, CA. Larry enjoys speaking about tax to tax and financial planning professionals. Larry received his BS in Business Administration with emphases in Accounting and Finance from UC Berkeley and MS in Taxation from Golden Gate University.
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