Complimentary for Members

December 9, 2025

Live Webcast

NASBA 1

The Hidden 7-Figure Risk in Your Clients' Equity Plan

This session was designed to update participants on Equity, mobility, and QSBS evolving rules across Federal and state levels.

December 9, 2025
Live Webcast
NASBA 1
  • View Bio

    Instructor

    Mathieu
    Aimlon

    View Bio

    Mr. Mathieu Aimlon

    Bio
    Mathieu Aimlon is a certified public accountant in the U.S. and in France at AimlonCPA P.C., a full-service certified public accounting firm in New York, NY, serving business owners and companies in the US & Europe with year-round accounting, audit, tax and advisory. He has education in business, business law and taxation, accounting, and finance. For over 15 years, Mathieu has offered expert guidance to individuals, startups, small to medium-sized businesses, not-for-profit organizations, publicly traded companies, and privately held multinationals.Mathieu has a broad knowledge of general business matters with a diverse and extensive professional background encompassing industries such as retail, apparel, technologies, manufacturing.
This session was designed to update participants on Equity, mobility, and QSBS evolving rules across Federal and state levels.

Learning Objectives

  • Upon completion of this course, you'll be able to:
  • Evaluate the CPA's critical role in strategic wealth protection and creation under new legislative frameworks like the OBBBA and state-specific (e.g., NJ) tax regimes.
  • Analyze the severe financial consequences of missed Section 83(b) elections.
  • Develop cross-border compensation strategies that align RSU taxation and mobility rules.
  • Identify and apply Qualified Small Business Stock (QSBS) eligibility requirements and planning techniques to maximize potential tax-free exclusion of capital gains for founders and investors.

Major Topics

  • (OBBBA, NJ, etc.) and the CPA's role about strategic protection and wealth creation.
  • Missed Section 83(b) elections can cost millions in unnecessary taxes.
  • Misaligned RSU and mobility taxation can trigger audits across borders.
  • Overlooked QSBS (Qualified Small Business Stock) strategies can erase life-changing gains.

CPE Credits Available

NASBA 1
1
Taxation (NYSED) (Taxation) - NASBA

Things to Know About This Course

Course Level

  • Intermediate

Prerequisites

None

Advanced Preparation

None

Intended Audience

CPAs in public practice

Provider

Foundation for Accounting Education

This event has ended.