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Advanced Course on Incentive Stock Options for CEP Continuing Education Credit
Instructions: Please read the full course of study before taking the 30-question exam on it. Click on the sections below in any order you want. When you are ready for the exam, click on the link to it at the bottom of this page. To earn the CE credits (5 for CEPs), you must read the whole course of study and then score 70% or better in the exam.
Overviews of Topic:
Section 1:
ISO Basics


Section 2:
ISO Limits


Section 3:
ISO Taxation


Section 4:
Alternative Minimum Tax: Basics


Section 5:
Alternative Minimum Tax: Advanced Topics


Section 6:
ISO Tax Returns


Think you're ready to take the exam? Click here.