This webinar (held live on Oct. 9, 2024) is available to stream on demand for all webinar registrants. If you did not register for the live event, you can register now on this page (includes slide deck and handouts).

To get the 2.0 CE credits for CFPs available with this webinar, please let us know when you have watched it and send us your CFP ID number. The webinar also offers 2.0 CE credits for CEP/ECA and CPWA/CIMA (both self-reported) and 1.5 CE credits for CFA (self-determined and self-reported).

For other on-demand webinars offering CE credits, see the myStockOptions Webinar Channel. There you can also find information on our upcoming live webinars, which in addition offer CPE and EA continuing education credits.

OVERVIEW
You (or your clients) with company stock and equity compensation face important decisions about estate planning and charitable giving. You want to effectively use these assets to maximize personal goals, minimize taxes, and pass on your wealth.

This webinar provides insights into fundamentals and strategies for estate planning and donations with a focus on preserving wealth, maximizing its impact for current goals, transferring it to future generations, and preventing mistakes.

In 100 minutes, three leading financial and legal experts provide core knowledge, insights, and practical takeaways. Their presentations include case studies illustrating scenarios where these professionals have helped clients save, contribute, protect, or transfer millions of dollars.

"myStockOptions is my first go-to source for in-depth dives and unparalleled education." —Olga Mavrody, CPA

TOPICS COVERED
● Fundamentals of estate planning and charitable giving specific to company stock and equity comp
● How to avoid probate for company stock and equity comp
● Critical provisions in company stock plans and grant agreements to look for and understand
● Preventing loss of valuable stock options and RSUs at death
● Tax rules unique to equity compensation at death and for stock donations and gifts
● Ranges of strategies for different levels of wealth and types of family situations
● Techniques to maximize charitable donations and tax deductions for company stock to have the biggest philanthropic impact
● Strategies for using various types of trusts for estate planning, whether goals are charitable or for wealth preservation and transfers to future generations
● Actions to take now to maximize the use of the estate and gift tax exemptions currently set to expire at the end of 2025
● Key decisions clients must make with input from financial, tax, and legal advisors
● Real-world case studies involving equity comp and stock in both public and private companies

PANELISTS
● David Haughton (JD, CPWA®), Senior Corporate Counsel, Wealth.com
● Mani Mahadevan, CEO, Valur
● John Nersesian (CFP®, CIMA®, CPWA®), Head of Advisor Education,
US Global Wealth Management, PIMCO
● moderator: Bruce Brumberg (JD), Editor-in-Chief and Co-Founder, myStockOptions

Detailed introductions to the panelists are below.

TIME/DATE CONFLICT? NO PROBLEM
All registered attendees get unlimited streaming access to the webinar recording for their personal viewing, along with the detailed presentation slide deck and handouts. Therefore, even if you can't attend the live webinar, please still register, as you will receive access to the recording along with the presentation and handouts.

CE CREDITS
The live webinar will offer 2.0 CE credit hours for:
● Certified Financial Planners (CFPs)
● CPWA/CIMA professionals
● Certified Equity Professionals (CEPs)
● Enrolled Agents (EA)
● CPE for CPAs

CE credits for CFP, CPWA/CIMA, and CEP will also be available via the webinar recording. EA and CPE credits are available only via the live webinar.

CPE Program level: Intermediate
CPE Prerequisite: Knowledge of stock compensation basics
CPE Advanced Prep: None
CPE Delivery Method: Group Internet-Based (webinar)
CPE Field Of Study: Taxes – Technical

myStockOptions.com is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org

Questions? For further information, including administrative policies such as complaints and refunds, please contact the myStockOptions team at webinars@mystockoptions.com or 617-734-1979

Details About the Webinar

About the Speakers

1726616673-1205edfed6e34dc8 David Haughton, JD, CPWA®
Senior Corporate Counsel, Wealth.com

David Haughton, JD, CPWA® is Senior Corporate Counsel at Wealth.com, the industry’s leading end-to-end estate planning platform designed for advisors and their clients. Before joining Wealth.com, David acted as Team Lead, Advanced Planning at Commonwealth Financial Network®, Member FINRA/SIPC. He is a graduate of UMass Amherst and earned his JD at the Massachusetts School of Law. He is admitted to the Massachusetts and New Hampshire bar, as well as the US District Court, District of Massachusetts, and the US District Court, Court of New Hampshire. He is a frequent speaker and writer on financial planning topics and is a Columnist for the Kitces.com Nerd's Eye View Blog.

1726616771-4578a12f10a50235 Mani Mahadevan
CEO, Valur

Mani founded Valur in 2020 and currently serves as CEO. Valur has been able to work with hundreds of financial advisors and CPA's to help their clients save $100+ million in taxes. Before Valur, he was Chief of Staff for the Apple Card business at Goldman Sachs, was a consultant at McKinsey and held strategy, operations and leadership roles at startups in Silicon Valley. His experience trying to maximize his equity as a shareholder at a successful startup that IPO'd was what led him to start Valur. He is a proud graduate of the University of Michigan and an avid racket sports player.

1726617093-8b88567ab3fd146c John Nersesian, CFP®, CIMA®, CPWA®
Head of Advisor Education, US Global Wealth Management, PIMCO

Mr. Nersesian is head of advisor education at PIMCO, providing advanced wealth management and investment consulting education to financial professionals. Prior to joining PIMCO in 2019, he was senior managing director of wealth management services for Nuveen Investments. Previously, he was a first vice president at Merrill Lynch Private Client Group, where he also led advanced training for financial consultants. He served as a board member of the Investments and Wealth Institute (IWI, formerly IMCA) from 2006–2017 and as chairman for the 2014–2015 term, and he is a faculty member for the IWI Certified Private Wealth Advisor (CPWA) and Certified Investment Management Analyst (CIMA) education programs held at Yale University and The University of Chicago. John has 37 years of investment and financial services experience and holds an undergraduate degree in business and economics from Lehigh University.

1726616686-6a42a0b599431492 Bruce Brumberg, JD
Editor-in-Chief and Co-Founder, myStockOptions

Bruce Brumberg has devoted most of his professional career to making complex tax and legal concepts understandable to people who do not enjoy reading the Internal Revenue Code and the securities laws. He is the editor-in-chief and a co-founder of myStockOptions.com, the premier provider of web-based educational content and tools on stock options, restricted stock, ESPPs, SARs, and performance shares. Bruce runs another website (myNQDC.com, on nonqualified deferred comp) and writes a popular blog at Forbes.com. He graduated from the University of Michigan and University of Virginia School of Law.

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