This webinar (held May 3, 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
Whether you are new to stock comp or want to sharpen your knowledge, this webinar will provide practical info and insights to maximize your success. All the essential topics below will be presented in 100 lively minutes by Bruce Brumberg (JD), the editor-in-chief and co-founder of myStockOptions.com and a Forbes.com contributor. Bruce is a respected expert on these topics with over 20 years of experience in stock comp education, communications, and training.

TOPICS COVERED
● Stock options: 8 core features
● Exercise methods
● 4 key features of nonqualified stock options (NQSOs)
● NQSO taxation: 5 core rules
● 3 special features of incentive stock options (ISOs)
● ISO taxes: 7 key points
● ISOs compared to NQSOs and what’s better for your clients
● Restricted stock & RSUs: 7 key features
● 10 tax rules for restricted stock/RSUs
● How restricted stock & RSUs differ
● Stock options compared to restricted stock/RSUs: what’s better for your clients
● Key decisions to make with restricted stock/RSUs, stock options, and ESPPs
● 6 features of ESPPs
● 10 ESPP terms to know
● Types of ESPPs and their special benefits
● 5 tax rules for ESPPs
● Difference between private and public company stock grants, including taxes
● Checklist of questions to ask clients with stock comp and info to gather

"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