This webinar (held Nov. 3, 2022) 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
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.

Decreasing valuations for private company stock, shifts in the resale markets, and the decline in IPOs make the need for effective guidance even more important, as this webinar covers. Plus, now is the best time to position your clients for the rebound in IPOs.

The webinar features a panel of three leading financial and tax 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.

"One of the best and most practical webinars I have attended. As always, you put together a great panel."
—Aric Jacobson (JD, LLM, CFP®), Commonwealth Financial Network

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
● Strategies for down markets, shifts in the private company resale market, and limited IPOs
● Preparing for the IPO rebound: financial, tax, and estate-planning steps to take now
● Mistakes to avoid in financial/tax planning, from startup to pre-IPO
● Ways to finance exercises of private company stock options, including outside sources, and how terms are changing in current market conditions
● 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
● 409A valuations and why they're important for tax and financial planning
● Checklist of key features to look for in clients' private company stock grants
● Case studies

"Dynamite seminar. Very high-quality and relevant content."
—Steve, CPA

PANELISTS
● Devin Blackburn (JD, LLM), J.P. Morgan Private Bank
● Meredith Johnson (CPA, CFP®), BPM
● Kristin McKenna (CFP®), Darrow Wealth Management
● moderator: Bruce Brumberg (JD), Editor-in-Chief and Co-Founder, myStockOptions

Detailed introductions to the panelists are below.

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

1666113955-97394d27a2142c4f Devin Blackburn, JD, LLM
Managing Director, Head of Executive Compensation Advisory, J.P. Morgan Private Bank Advice Lab

Devin Blackburn is a Managing Director and the Head of Executive Compensation Advisory for J.P. Morgan Private Bank Advice Lab. In her role, Devin leads a team of specialists who work with clients and advisors to optimize equity-linked compensation and drive informed decision making related to concentrated stock positions, IPO-generated wealth, and employment and severance packages. She develops widely published thought leadership to address issues that impact corporate executives and is also a frequent guest speaker and featured panelist, sharing insights with peers and practitioners. As a former practicing corporate tax attorney, Devin advised public and private companies on tax planning and structuring of complex transactions, as well as IRS tax controversy and dispute resolution. Prior to joining J.P. Morgan, she was Senior Tax Counsel and Director of Executive Wealth Advisory at a global wealth management firm where she advised wealthy families on wealth transfer and the impact of tax legislation, and also institutionalized the strategic direction for advising corporate executives and insiders throughout their journey in the C-suite. Devin earned a BS in Finance from Florida State University, a JD from the University of Illinois at Urbana-Champaign College of Law, and a Master of Laws in Taxation (LLM) from the University of Missouri-Kansas City School of Law.

1666128522-93c3c2d063a29d58 Meredith Johnson, CPA, CFP®
Partner, 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. Meredith is also First Vice Chair of the California Society of Certified Public Accountants (CalCPA) and was just named one of the most influential women in business in the San Francisco Bay Area. BPM is one of the 50 largest accounting and consulting firms in the US and is a certified B corporation.

1666128576-611e596c33fd0f8c Kristin McKenna, CFP®
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.

1666128537-c603d029b0ae1ed9 Bruce Brumberg, JD
Editor-in-Chief and Co-Founder, myStockOptions

Bruce Brumberg has devoted most of his professional career to making complex legal and tax 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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