Published 10/2024
MP4 | Video: h264, 1920x1080 | Audio: AAC, 44.1 KHz
Language: English | Size: 1.04 GB | Duration: 0h 44m
Learn how to talk to clients
What you'll learn
Understanding Restricted Stock Units (RSU), throughout all various stages that a client may experience
Client-ready visuals that will guide you through RSU transactions, ensuring you're equipped to handle discussions from grant stage to selling stage.
Know how to present the visuals to clients and explain it clearly
Be able to answer client questions about their RSUs like a tax pro
Requirements
Basic tax knowledge
have some tax experience
Description
An online e-learning course where we use visuals to help explain Restricted Stock Units. We go through the various scenarios taxpayer may face with their RSUs and will be able to know the tax implication with each scenario.The goal for taking this e-learning course is to get you to confidently speak to client about complex tax topics. Use our methods to impress clients with your knowledge and showcase your value by providing real tax strategies your clients can use.Our course provides:Understanding Restricted Stock Units (RSU), throughout all various stages that a client may experienceClient-ready visuals that will guide you through RSU transactions, ensuring you're equipped to handle discussions from grant stage to selling stage.Exercises using the "Blurt Method," an effective technique that will get you to confidently speak to clients about complex tax topics.Mock practices where we simulate a chat between you and the client. Your goal is to get through the conversation answering all the client's questions correctly. Answer anything wrong, you can end up losing the client!Start mastering the art of clear client communications today!Here's an outline of what to expect in this e-learning course:Lesson #1 - RSUs: Vesting - public companyVideo #1 (10 minutes)Video #2 (11 minutes)Download and review the visual Mock client meeting w/ 10 questions (18 minutes)Lesson #2 - RSUs: Vesting - pre-IPO companyVideo (13 minutes)Download and review the visual Lesson #3 - RSUs: SellingVideo (9.5 minutes)Download and review the visual Final LevelFinal exam w/ 5 questions (9 minutes)
Overview
Section 1: Introduction
Lecture 1 Let's get started!
Section 2: Lesson #1 - RSUs: Vesting - public company
Lecture 2 Video #1 - RSUs: Vesting - public company
Lecture 3 Video #1.1 - RSUs: Vesting - public company
Lecture 4 Mock Client Meeting - RSU: Vesting public company
Section 3: Lesson #2 - RSUs: Vesting - private company
Lecture 5 Video #2 - RSU: Vesting pre-IPO company
Section 4: Lesson #3 - RSUs: Selling
Lecture 6 Video #3- RSUs: Selling
Section 5: Final Test
Tax professionals who want a clearer understanding of Restricted Stock Units.
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