Using Visuals to Simplify Restricted Stock Units
Learn how to talk to clients
Using Visuals to Simplify Restricted Stock Units udemy course free download
Learn how to talk to clients
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 experience
Client-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 company
Video #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 company
Video (13 minutes)
Download and review the visual
Lesson #3 - RSUs: Selling
Video (9.5 minutes)
Download and review the visual
Final Level
Final exam w/ 5 questions (9 minutes)
