This webinar (held live on Nov. 30, 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

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. Uneven 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.

"A lot of great details!"
—MK Lee (CFP®), Financial Planner & Coach, SEAMFI LLC

TOPICS COVERED
● What's new for year-end 2023 and the start of 2024
● 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 2023
● Reducing taxes when you had substantial income from stock comp in 2023
● 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 2024 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 (CFP®, CPA/PFS™, RLP), 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.

"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 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

1699653549-d806d98959ba9387 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.

1699653558-7517bb5fbebea738 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.

1699653567-fc8c005d02497761 John Owens, CFP®, EA, ECA, CPWA®
Director of Financial Planning, Brooklyn FI

John Owens (CFP®, EA, ECA, CPWA®) is the Director of Financial Planning at Brooklyn FI, a fee-only financial planning, investment management, and tax preparation 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.

1699653573-6efa3134c8efada6 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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