This webinar (held live on June 12, 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).

This webinar is the 3rd of 3 webinars in the myStockOptions Equity Comp 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. Watch live or on demand.

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 features insights from leading financial advisors actively working with clients who have equity compensation. They will provide their top tips and case studies.

The webinar, Part 3 of our masterclass series, brings together all the fundamentals and the taxation of equity comp. For more on those, see Part 1 (Stock Options) and Part 2 (Restricted Stock/RSUs & ESPPs).

TOPICS COVERED
● How to minimize taxes with stock options
● How to manage for taxes with restricted stock/RSUs
● Best strategies for NQSOs, ISO, RSUs, including which are better to get
● How much to contribute/participate to an ESPP
● Rules of thumb on whether to hold or sell shares at exercise (options), at vesting (RSUs), and at purchase (ESPPs)
● How to get and collect key information and documents from clients and organize it
● Case studies involving: option exercises; public company RSUs; combination of RSUs and stock options; tax-loss harvesting with RSUs; private company transition to public; Rule 10b5-1 plans

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

PANELISTS
● Megan Gorman (JD), Founder, Chequers Financial Management
● Chloé Moore (CFP®), Founder, Financial Staples
● Danika Waddell (CFP®, RLP®, CSLP®), Founder, Xena Financial Planning
● Daniel Zajac (CFP®, EA), Managing Partner, Zajac Group
● Bruce Brumberg (JD), Editor-in-Chief and Co-Founder, myStockOptions (moderator)

Detailed introductions to the panelists are below.

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. Watch live or on demand.

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 (CFPs)
● CPWA/CIMA professionals
● Certified Equity Professionals (CEPs)
● Enrolled Agents (EA)
● CPE for CPAs

CE credits for CFP, CPWA/CIMA, and CEP 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

1713570153-36f82567c2817c5a Megan Gorman, Esq.
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 has been named to the Forbes 2024 Best In State Wealth Advisors, 2024 and 2022 list of America’s Top Women Wealth Advisors – Best in State. 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. Megan is currently serving on the Board of Trustees for the National Endowment for Financial Education (NEFE). She is Chairwoman of the Investment Committee for the $200m endowment. Megan’s first book, All The Presidents’ Money: How The Men Who Governed America Governed Their Money, will be published in September 2024 by Regalo Books.

1713225341-653dd860adb5a6a3 Chloé Moore, CFP®
Founder, Financial Staples

Chloé Moore, CFP®, is the Founder of Financial Staples, a virtual, fee-only financial planning firm based in Atlanta, GA and serving clients nationwide. Her firm is dedicated to serving tech employees who are entrepreneurial-minded, philanthropic, and purpose-driven. Chloé believes that money is an emotional topic and it impacts many aspects of our lives. She enjoys helping clients unpack their money history and discover how they can use money to support a life that is most meaningful to them. You can learn more about her at financialstaples.com.

1713388111-8d3c63808aaab0c5 Danika Waddell, CFP®, RLP®, CSLP®
Founder, Xena Financial Planning

Danika Waddell is a Certified Financial Planner and the founder of Xena Financial Planning. Danika is based in Seattle, WA, though her firm is fully virtual. She focuses on women in the tech industry who care deeply about their impact on the world. Danika is passionate about making financial planning more accessible to people who have typically felt excluded by our profession. She loves helping women feel empowered around their money and co-creating their most fulfilled lives. She was recognized as one of Investopedia’s Top 100 Advisors in 2022 and 2023.

1713225349-35499bde06dbd420 Daniel Zajac, CFP®, EA
Managing Partner, Zajac Group

As a writer, speaker, financial advisor, and Zajac Group managing partner, Daniel Zajac (CFP®, EA) is dedicated to educating the community about employee stock options, restricted stock units, and other forms of equity compensation planning. At his firm, Daniel is also responsible for long-term strategic business planning, is actively involved in new business development, and is charged with leading strategic firm initiatives.

1713225354-ceec1c8bfedc77b1 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.

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