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所在平台: Udemy |
课程主页: https://www.udemy.com/course/using-visuals-to-simplify-restricted-stock-units/
课程评论：没有评论
课程名称：通过视觉工具简化限制性股票单位（RSU） 课程概述：这是一个在线学习课程，通过视觉工具帮助解释限制性股票单位（RSU）。课程将探讨纳税人可能会面临的各种RSU情境，并了解每种情境下的税务影响。学习本课程的目标是让您能够自信地向客户讲解复杂的税务话题。使用我们的课程方法，向客户展示您的知识并展现您的价值，提供实际的税务策略以帮助客户。课程内容包括： - 理解限制性股票单位（RSU），涵盖客户可能经历的各个阶段 - 提供适合客户的视觉工具，引导您处理RSU交易，确保您能够从授予阶段到出售阶段顺利进行讨论 - 运用“Blurt 方法”的练习，这是一种有效的技巧，使您能够自信地与客户讨论复杂的税务话题 - 模拟练习，通过模拟您与客户之间的对话，您的目标是全面准确地回答客户的所有问题。若答错问题，可能会失去客户！ 今天就开始掌握清晰的客户沟通艺术吧！以下是您可以期待的学习大纲： 课程内容： 第一课 - RSU：归属 - 上市公司 - 视频 #1（10分钟） - 视频 #2（11分钟） - 下载并审查视觉材料 - 模拟客户会议及10个问题（18分钟） 第二课 - RSU：归属 - IPO前公司 - 视频（13分钟） - 下载并审查视觉材料 第三课 - RSU：出售 - 视频（9.5分钟） - 下载并审查视觉材料 最终关卡： - 期末考试（5个问题，9分钟） 通过这个课程，您将掌握与客户有效沟通的技巧！
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)
