Cpwa all sections - Study guides, Class notes & Summaries

CPWA ALL SECTIONS EXAM QUESTIONS AND REVISED ANSWERS UPDATE (ALREADY GRADED A+) 1. Planning implications of stock option award programs - Answer- - Conversion of income = converting it from Ordinary to capital gains tax rates- Ensure you get qualifying distributions for ISOs (unless stock price is decreasing)- unregistereed shares under 144 must be held for a minimum of 12 monts (6 months for registerred shares)- NQSOs: a. To avoid section 409A, the exercise price must not be less than the v...

IMCA - The Investment Advisor Body of Knowledge + Test Bank_ Readings for the CIMA Certification (2015, Wiley) The Investment Advisor Body of Knowledge Readings for the CIMA® Certification IMCA® INVESTMENT MANAGEMENT CONSULTANTS ASSOCIATION Cover image: © iS / TarapongS Cover design: Wiley Copyright © 2015 by Investment Management Consultants Association. All rights reserved. Published by John Wiley & Sons, Inc., Hoboken, New Jersey. Published simultaneously in Canada. Excerpts ...