This webinar (held live on Nov. 14, 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
This webinar will boost your knowledge of year-end 2024 and year-start 2025 strategies for stock options, restricted stock/RSUs, ESPPs, and company stock holdings to help you make smarter decisions and prevent costly mistakes. Expert guidance is more important than ever to interpret the impact of the election results on tax planning and to gauge the future of the current stock-market boom.

In 100 minutes, the webinar features insights from a panel of three leading financial and tax advisors, including real-world case studies, to provide practical expertise on equity comp in both public and private companies. Minimize taxes and build wealth with their know-how on the essentials of year-end and year-start planning.

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

TOPICS COVERED
● What's new for year-end 2024 and the start of 2025
● Checklist of critical issues and choices for RSUs, stock options, ESPPs, and company share holdings at year-end 2024 and year-start 2025
● What the election results and current stock-market boom mean for year-end planning
● Income-shifting and multi-year planning with stock comp to minimize taxes
● Effective capital gain and loss harvesting of company shares
● When option exercises make sense in 2024
● Reducing taxes when you had substantial income from stock comp in 2024
● Guidelines to consider when selling company stock at year-end
● ISO strategies to eliminate, minimize, or manage AMT
● Special year-end strategies for private company equity comp when a delayed IPO or M&A deal is expected in 2025 or beyond
● Donations of company stock to maximize tax deductions
● Tax-withholding adjustments and estimated taxes: how to avoid penalties
● Special topics for executives: nonqualified deferred comp elections; 10b5-1 plans
● Three separate case studies involving a mature public company, a private company, and a newly public company

PANELISTS
● John P. Barringer (CFP®), Executive Wealth Planning
● Rebecca Conner (CFP®, CPA/PFS™, RLP), Founder, SeedSafe Financial LLC
● John Owens (CFP®, EA, ECA, CPWA®), Managing Partner, Brooklyn FI
● moderator: Bruce Brumberg (JD), 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

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 presentation slide deck. Therefore, even if you can't attend the live webinar, please still register, as you will receive a link to the recording and presentation.

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

The webinar offers 1.5 potential self-determined CE credits for CFAs.

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

About the Speakers

1728944020-2889b935ff26d6c1 John P. Barringer, CFP®
Executive Wealth Planning

John P. Barringer, the author of the Stockbrokers' Secrets article series on myStockOptions.com, is the Managing Partner of Executive Wealth Planning in Denver, Colorado. He is a Certified Financial Planner (CFP®) practitioner. He is also a founding member and past President of the Denver Chapter of the National Association of Stock Plan Professionals (NASPP). John has specialized in advising public company employees on stock compensation since 1988. John worked as an executive financial services director at Morgan Stanley for 25 years before starting his own advisory in 2015. The firm is now a member of Cetera Advisor Networks LLC, Member FINRA/SIPC. John's work with clients focuses on planning for corporate executives, especially those who are subject to SEC Section 16(b) and Rule 144.

1728944029-60a6ea7f803cb751 Rebecca Conner, CFP®, CPA/PFS™, RLP
Founder, SeedSafe Financial LLC

Rebecca is the Founder of SeedSafe Financial LLC, a fee-only virtual registered investment advisor who works with tech professionals. She works with clients as their advocate and partner to find the best financial solutions for their stock compensation that fits their most fulfilled life. Rebecca is a CERTIFIED FINANCIAL PLANNER™ professional, a Registered Life Planner® and is a CPA (Certified Public Accountant). Rebecca has lived at the intersection of finances and tech for over a decade. Past roles include Director of Investments for venture debt in the startup space, Techstars Mentor, startup Controller, and in accounting for Dimensional Fund Advisors. Rebecca earned a Masters in Professional Accounting and an undergraduate degree in Business Honors from the University of Texas at Austin.

1728944043-8e391fd0b27de988 John Owens, CFP®, EA, ECA, CPWA®
Managing Partner, Brooklyn FI

John Owens (CFP®, EA, ECA, CPWA®) is the Managing Partner of Brooklyn FI, a fee-only wealth management firm based in Brooklyn, NY. Brooklyn FI helps tech professionals and creative entrepreneurs achieve financial independence. John is focused on helping individuals and families navigate significant life changes. He’s helped clients navigate complex topics like stock options, starting a family, and tax planning issues. John chose the planning profession because it is the perfect intersection of his two passions: helping people and simplifying complex problems.

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