This webinar (held Dec. 1, 2022) is available on demand via registration with the form on this page. (If you don't see a registration form, please click on the video screen above to make it appear.) Registered attendees of the webinar get access to the webinar recording along with the detailed webinar presentation and handouts.

Didn't register for the live webinar? For streaming access to the webinar recording, please click on the video screen above and register with the form that pops up. Contact us (editors@mystockoptions.com) to receive a copy of the webinar slide deck and handouts with your registration. If you would like the 2.0 CE credits for CFPs that are available with this webinar, please let us know when you have watched it and send us your CFP ID number so we can report the credits.

For other engaging on-demand webinars in stock comp topics, all of which offer CE credits for CFPs, CEPs, and CPWAs, see the myStockOptions Webinar Channel.

OVERVIEW

This webinar will boost your knowledge of year-end and year-start strategies for stock options, restricted stock/RSUs, ESPPs, and company stock holdings to help you make smarter decisions and prevent costly mistakes. Volatile markets and economic uncertainty make the need for effective guidance even more important, as this webinar covers.

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.

"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

TOPICS COVERED
● What’s new for year-end 2022 and the start of 2023
● Planning amid ongoing volatility and economic uncertainty
● Checklist of critical issues and choices for RSUs, stock options, ESPPs, and company share holdings at year-end and year-start
● 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 2022
● Reducing taxes when you had substantial income from stock comp in 2022
● 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 after an IPO or M&A was delayed in 2022 but is expected in 2023 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 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 (CPA, CFP®), Founder, SeedSafe Financial LLC
● John Owens (CFP®, EA, ECA, CPWA®), Director of Financial Planning, Brooklyn FI
● 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 (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