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Sohodojo Advisory Board Member
Jim Schneider
The Taxman86 Speaks...
16 August 2000
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The World Of Equity Kickers, Also Known As Stock Options Is Changing.

1. Stock Options vs. Restricted Stock.

Come September, 2000 with the passage of H.R. 4923 "Community Renewal and New Markets Act of 2000" all new cash investments in Empowerment Zone Investments will be subject to a new section, IRC Section 1397B, capital gains roll over. To let the word out we have joined up with Kathleen Covey of Covey & Covey A Financial Planning Company of La Jolla, California to put on a seminar to companies with Stock Option Plans, which will also be put into a CD-Rom Package.


Research shows that while stock options are quite common, most employees don't understand even the most basic information about how their options work, let alone how to take advantage of this important company benefit.

Our one-hour seminar is designed to help you understand how to make your employee benefit package more attractive. **[Ordinary income vs. No tax]

  • Learn why companies grant stock options
  • What it means to own stock options
  • What types of stock options are available
  • How to exercise an option and the benefits of doing so
  • How stock options affect employee's financial goals
  • Find out if all stock options are taxed the same
  • Learn to avoid some of the common pitfalls of ownership

Use this NEW information about your company's stock option benefits to assist in recruiting and retaining valuable employees.

Get Answers to these and other important questions. Call Kathleen today to schedule a seminar on Stock Options for your company at 858/653-4800.

Who We Are..

Kathleen Covey is one of San Diego's most respected financial planners. She is a frequently sought after speaker for conventions, seminars, conferences, corporations and organizations across the country.

She is an Investment Advisor, and is a Registered Representative with the National Association of Security dealers, Washington, D.C.

She holds numerous securities and insurance licenses. Kathleen is a Certified Financial Planner and is especially trained in the California Partnership for Long-Term Care.

She has been active in the professional financial planning associations, the International Association for Financial Planners, the California Association for Financial Planners and the Institute for Certified Financial Planners. Kathleen also serves as an expert witness in security cases before the National Association of Security Dealers Arbitration Board and in court cases before a jury.

James E. Schneider, LL.M., Incorporated is a California Professional Law Corporation with over 30 years of tax planning experience. Its key employee has been licensed to practice law in the State of California since January 1967, and is authorized to practice before the United States Tax Court, the United States District Court and Bankruptcy Courts, Southern and Central Districts of the State of California, and the Ninth Circuit Court of Appeals.

He was Chairman of the County of San Diego Bar Association's Taxation Committee from 1973 to 1976 and a founding member of the San Diego Pension Council.

Jim Schneider, LL.M.

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