This webinar (held June 15, 2023) is available on demand. For immediate streaming access to the recording, please register on this page. To receive a copy of the webinar slide deck and handouts, please contact us (editors@mystockoptions.com).

● 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 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
Your clients with stock options, whether NQSOs or ISOs, face important decisions about managing risk and minimizing taxes in determining the best time to exercise their options. This webinar focuses on stock option exercise strategies to help clients manage risk, prevent mistakes, and build wealth. Uncertain stock markets and the risk of layoffs make the need for effective guidance more important than ever, as this webinar covers.

In 100 minutes, three leading financial experts provide up-to-the-moment practical strategies and insights for stock options in both public and private companies, including real-world case studies.

"Your best ever panel workshop. All the panelists were great and provided a lot of information." —Randy Joseph (CPA), Tax Advisor, Joseph & Hetrick

TOPICS COVERED
● Fundamentals of stock options, including a review of taxation and differences between grants at public and private companies
● Checklist of crucial features to understand about clients' grants to maximize value and manage risk
● Info and documents advisors need to gather from clients
● Common mistakes clients make with stock options and how to prevent them
● Strategies for uncertain and volatile markets
● Key decisions clients must make about stock options with the advisor's input
● NQSOs vs ISOs: which are better for your client?
● Decisionmaking approaches and process to financial planning with NQSOs, ISOs, and when have both
● Stock option exercise strategies that meet clients' key financial goals and risk tolerance and also minimize taxes
● Whether and how to set useful exercise targets based on price or other factors, and the need to implement a Rule 10b5-1 plan
● Real-world case studies

PANELISTS
● Bill Dillhoefer, President and CEO, Net Worth Strategies
● Megan Gorman, Founder, Chequers Financial Management
● David Marsh, Case Manager, Financial Planning—Ameriprise Financial
● Bruce Brumberg (moderator), Editor-in-Chief and Co-Founder, myStockOptions

Detailed introductions to the panelists are below.

"The knowledge I gained from myStockOptions both as a premium member and from your webinars has made me stand out at work."
—Vincent Leonardo (EA), Tax Analyst, Intuit

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 (CFP)
● CPWA/CIMA professionals
● Certified Equity Professionals (CEP) and Equity Compensation Associates (ECA)
● Enrolled Agents (EA)
● CPE for CPAs

CE credits for CFP, CPWA/CIMA, CEP, and ECA 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

1684263419-2f4b7bc589c624f3 Bill Dillhoefer
President and CEO, Net Worth Strategies

Net Worth Strategies provides equity compensation risk analysis and tax-planning programs for financial advisors. Bill has been with the firm since it was established in 2000 and became its CEO in 2018. The company's industry-acclaimed “StockOpter” applications help advisors to attract clients that receive company stock and options and to provide sophisticated diversification guidance. Bill has presented at numerous equity compensation industry and financial advisor events. He earned a BA in Economics from the University of Notre Dame and an MBA from the University of Southern California.

1684263427-f8e89d8ae0347f96 Megan Gorman
Founder, Chequers Financial Management

Megan Gorman is the founder and managing partner of Chequers Financial Management, a female-owned high-net-worth tax and financial-planning firm in San Francisco, California. Megan's clientele ranges from entrepreneurs to corporate executives to inherited family wealth. An attorney by training, she is passionate about the problem-solving required to work in the world of complex financial planning. Megan spent the first part of her career as a Vice-President at Ayco, A Goldman Sachs Company and BNY Mellon Wealth Management. She has a B.A. in History from Bryn Mawr College and a JD from Rutgers School of Law. She is a Senior Contributor at Forbes and writes on personal finance and income tax. She is frequently quoted across prominent financial media outlets, including The Wall Street Journal, The Washington Post, CNBC, and US News.

1684263433-14442798b1534703 David Marsh
Case Manager, Financial Planning, Ameriprise Financial

As part of Ameriprise Financial’s Advanced Advice team for 26 years, David collaborates with his firm’s advisors nationwide to develop suitable financial-planning guidance for high-net-worth clients with sophisticated circumstances and goals. He has practical experience with a wide range of financial-planning areas, including executive/equity compensation, estate, income tax, charitable giving, and retirement planning. David has been instrumental in developing and maintaining an in-house program for Ameriprise Financial advisors focused on equity compensation planning. David earned his BM from the University of Minnesota (Twin Cities) and his JD and LLM in tax law (Summa Cum Laude) from Mitchell Hamline School of Law (previously William Mitchell College of Law) in St. Paul MN. He has presented on equity compensation at myStockOptions.com’s 2019 national conference on Financial & Tax Planning Strategies for Stock Compensation and 2021 & 2022 Stock Option Exercise Strategies: Advanced Bootcamp webinars as well as the MN Financial Planning Association’s 2022 Ascend Conference.

1684263439-d45dff10aa0a9ba7 Bruce Brumberg, JD
Editor-in-Chief and Co-Founder, myStockOptions

Bruce Brumberg has devoted most of his professional career to making complex legal and tax 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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