This webinar (held Sept. 22, 2021) is available on demand (click on the video screen above to open the registration form). Registered attendees of the webinar receive links to the webinar recording and the webinar slide deck.

Didn't register for the live webinar? For streaming access to the webinar recording, please click on the video screen above and register with the form that pops up. Contact us (editors@mystockoptions.com) to receive a copy of the webinar slide deck and handouts with your registration. If you would like the 2.0 CE credits for CFPs that are available with this webinar, please let us know when you have watched it and send us your CFP ID number so we can report the credits.

For other engaging on-demand webinars in stock comp topics, all of which offer CE credits for CFPs, CEPs, and CPWAs, see the myStockOptions Webinar Channel.

WEBINAR OVERVIEW
Employees and executives with stock options, restricted stock/RSUs, or founder's stock in fast-growing private companies face important wealth-building and tax-minimizing decisions. In 100 minutes, this webinar covers the fundamentals of private company stock grants and related strategies for financial and tax planning that can help advisors serve these clients effectively, build wealth, and prevent expensive mistakes.

The webinar features three leading financial advisors presenting practical guidance and real-world case studies. Their insights and expertise apply to clients at both startups and later-stage private companies, from the time of grant until the company goes public or is acquired.

TOPICS COVERED
- How and why equity grants in private companies differ from those in public companies
- Early-exercise stock options and Section 83(b) elections
- Best time to exercise options in a private company
- Double-trigger RSUs: how they're structured and the many issues they raise
- 409A valuations and why they're important for tax and financial planning
- Mistakes to avoid in financial/tax planning, from startup to pre-IPO
- Ways to finance exercises of private company stock options, including outside sources
- Strategies in estate and charitable planning for low-basis stock
- Qualified Small Business Stock (QSBS)
- Evaluating liquidity programs for private company stock, including private tender offers and secondary market resales
- SPAC acquisition as a route to going public: financial and tax planning
- Smart decisions to make during and after the post-IPO lockup
- Checklist of key features to look for in clients' private company stock grants
- Lessons learned from the recent wave of IPOs, M&A, and private/startup financing
- Case studies

CE CREDITS
Whether live or in recorded format, this webinar offers 2.0 CE credit hours for the following certifications:
- Certified Financial Planners (CFPs)
- Certified Equity Professionals (CEPs)
- CPWA and CIMA

The live webinar offers 2.0 CE credit hours for the Enrolled Agent (EA) certification of the IRS (EA credits not available via webinar recording).

TIME CONFLICT? NO PROBLEM: WEBINAR AVAILABLE ON DEMAND
All registered attendees get unlimited streaming access to the webinar recording for their personal viewing, along with the presentation slide deck. Therefore, even if you have a time conflict, please still register, as you will receive a link to the recording and presentation.

Questions? Please contact the myStockOptions team at 617-734-1979 or webinars@mystockoptions.com

Details About the Webinar

About the Speakers

1630700151-96c30262d357a0c0 Devin Blackburn
Senior Vice President, Northern Trust Wealth Management

Devin W. Blackburn is Senior Vice President of Northern Trust Wealth Management. In her national role, she monitors tax legislation as Senior Tax Counsel and as Director of Executive Wealth Advisory sets forth wealth management advice and fiduciary services for corporate executives. She also develops widely published thought leadership to address issues that impact ultra-high-net-worth families. Hallmark to her practice is providing tax and wealth advice in “plain English” to drive decision making. A Kansas City native, Devin earned a B.S., Finance from Florida State University, J.D. from University of Illinois at Urbana-Champaign College of Law, and LL.M. Taxation from University of Missouri-Kansas City School of Law. Devin currently serves as a Commissioner of The Smithsonian Institute National Portrait Gallery and on the Advisory Council of Dress for Success.

1630700488-d55b047deb233fad Meredith Johnson
Director, Tax, BPM

Meredith has deep experience in not only accounting but financial planning and analysis, project management, and business development. She works with clients based on a holistic approach to taxation, in the areas of estate planning, equity-based compensation, and business succession particularly. Meredith excels in coordinating the needs of diverse stakeholders, managing multi-stage projects and synthesizing complex data. Her specialties include Financial Planning, Tax Planning and Compliance, Project Management, Business Strategy, Financial Modeling and Analysis, Employee Training and Development and Public Policy Analysis and Advocacy.

1630700597-9a0f43823e5493b9 Kristin McKenna
Managing Director, Darrow Wealth Management

Kristin McKenna is the Managing Director at Darrow Wealth Management, a fee-only registered investment advisor in greater Boston. Kristin is a CERTIFIED FINANCIAL PLANNER™ professional with extensive experience helping individuals plan for sudden wealth from stock options. She also holds an MBA in Finance from Northeastern University. She’s a Senior Contributor for Forbes and has been published by U.S. News & World Report, TheStreet, Business Insider, and NAPFA Magazine, with quotes in Bloomberg, Kiplinger, MarketWatch, GOLF Magazine, The Boston Globe, and Huffpost, among others.

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