WEBINAR
Wednesday, June 18, 2025
2:00pm to 3:40pm ET, 11:00am to 12:40pm PT
2.0 CE credits for CFP, CPE (live only), EA (live only), CPWA/CIMA, CEP/ECA, CFA
Watch live or on demand

This webinar is the 3rd of 3 webinars in the myStockOptions Stock Comp Tax Masterclass series. You can register for this webinar with the form on this page, or you can register for the full series as a bundle at a special price.

OVERVIEW
This webinar will feature insights from leading tax and financial advisors actively working with clients who have equity compensation. These engaging presenters will provide their top tax tips and case studies. Plus, learn how to use your stock comp tax knowledge to demonstrate your value to clients and prospects.

This webinar, Part 3 of our Stock Comp Tax Masterclass series, brings together all of the tax knowledge presented, explained, and illustrated in Part 1 (The Essentials) and Part 2 (Advanced).

TOPICS COVERED
● How to manage and minimize taxes with nonqualified stock options
● How to manage taxes with restricted stock and restricted stock units
● How to manage and minimize the AMT risk and opportunities with incentive stock options
● Tax strategies for private company stock when an eventual IPO, M&A, or share-liquidity program is expected
● How to use your equity comp tax knowledge to demonstrate your value to clients and prospects
● How to get and collect key tax information and forms from clients and organize it
● How financial advisors can work together most effectively with CPAs or Enrolled Agents for clients
● Case studies involving various strategies: option exercises (NQSOs and ISOs); public company RSUs; tax-loss harvesting; private company transition to public

PANELISTS

● Travis Gatzemeier (CFP®), Founder, Kinetix Financial Planning
● Valerie Gospodarek (CFA), Owner, VG Financial Consulting LLC
● CJ Stermetz (CFP®, CEP), Founder, Equity For The Win
● Bruce Brumberg (JD), Editor-in-Chief and Co-Founder, myStockOptions (moderator)

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

CAN'T MAKE THE LIVE WEBINAR? 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)
● CPE for CPAs
● Enrolled Agents (EA)
● CPWA/CIMA professionals
● Certified Equity Professionals (CEPs)
● Equity Compensation Associates (ECAs)
● CFAs (self-determined)

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

Wednesday, June 18, 2025 · 2:00 p.m. Eastern Time (US & Canada) (GMT -4:00)
Cost: $209.00
 Add to calendar

About the Speakers

1744845942-d5a598e29cb4de8c Travis Gatzemeier, CFP®
Founder, Kinetix Financial Planning

Travis Gatzemeier is a Certified Financial Planner® with 14 years of experience and the founder of Kinetix Financial Planning, a Registered Investment Advisory firm based in Texas serving clients nationwide. He specializes in working with high-growth entrepreneurs and stock-compensated professionals with a focus on tax planning strategies that look beyond the current year to minimize clients' lifetime tax burden. Rather than focusing on traditional retirement planning, Travis helps clients achieve financial independence that creates greater lifestyle optionality. Travis has been recognized as an Investopedia Top 100 Advisor, and his expertise has been featured in many financial publications including Kiplinger, Forbes, and Business Insider.

1687807079-2bc6802a7c99719d Valerie Gospodarek, CFA
Owner, VG Financial Consulting LLC

Valerie J. Gospodarek, CFA, has over 25 years of financial industry experience and currently owns her own business, VG Financial Consulting LLC, where she helps people with planning and organizing their finances. Over her career, she has served in a variety of roles including managing individual investment and trust accounts, overseeing approximately 200 money managers, consulting on 401(k) plans, participating in asset allocation and portfolio construction decisions, and spearheading a multitude of special projects. The breadth and depth of this experience provides her with a unique perspective when helping her clients. Her need to manage her own family’s executive compensation combined with employees’ need to better understand these important investments led her to specialize in helping clients with their stock options, deferred compensation plans and concentrated company stock positions.

1744149574-5646c3b0ab30a07f CJ Stermetz, CFP®, CEP
Founder, Equity For The Win (EquityFTW)

CJ Stermetz is the founder of Equity For The Win, an advice-only RIA based in Silicon Valley. CJ is known for his practical and forward-thinking approach. With certifications as a Certified Financial Planner® (CFP®) and a Certified Equity Professional (CEP) and years of working in Silicon Valley, he combines technical expertise with a desire to make financial advice easy to understand. CJ sees himself not just as an advisor but also as an educator. He believes that when used effectively, equity can significantly improve people's lives. It's a tool that helps individuals secure financial stability, build wealth, and achieve their long-term goals.

1713225401-6af41f342700d7f0 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.

Reserve Your Spot
First Name*
Last Name*
Email Address*
Job Title*
Organization*
State/Province*
✓
For CFP credit, please enter your CFP ID
✓
For EA credit, please enter your PTIN
✓
✓
✓
✓
We use BigMarker as our webinar platform. By clicking Register, you acknowledge that the information you provide will be transferred to BigMarker processing in accordance with their Terms of Service and Privacy Policy.
Powered by BigMarker