WEBINAR
Thursday, May 1, 2025
2:00pm to 3:15pm ET, 11:00am to 12:15pm PT
1.5 CE credits for CFP, CPE (live only), CPWA/CIMA, CEP/ECA, CFA
1.0 CE credit for EA (live only)

Watch live or on demand

This webinar is the 1st of 3 webinars in the myStockOptions Stock Comp Tax 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 and earn a completion certificate.

OVERVIEW
This webinar on stock compensation tax essentials, covering core topics with plentiful examples and infographics, will be given by Bruce Brumberg (JD), the editor-in-chief and co-founder of myStockOptions.com and a Forbes.com contributor. Bruce is a highly respected expert who presents these topics in a practical, memorable, and engaging way.

TOPICS COVERED, INCLUDING EXAMPLES AND INFOGRAPHICS
● 4 core tax essentials
● NQSO taxation: 5 core rules
● ISOs: special features and rules
● ISO taxes: 8 critical aspects
● Alternative minimum tax (AMT), calculation, credits, and more
● ISO compared to NQSO taxation
● Restricted stock and RSUs: 12 must-know rules
● Tax differences between RSUs and restricted stock
● Section 83(b) elections: 7 rules
● Tax-qualified ESPPs: key features and tax rules
● Nonqualified ESPPs: main tax features
● Timelines: when taxes triggered; withholding or not; taxes paid
● Checklist and summary table on stock comp and ESPP taxation

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

CAN'T MAKE THE LIVE WEBINAR? 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 1.0 CE credit for Enrolled Agents (EA) and 1.5 CE credit hours for:
● Certified Financial Planners (CFPs)
● CPE for CPAs
● CPWA/CIMA professionals
● Certified Equity Professionals (CEPs)
● Equity Compensation Associates (ECAs)
● CFAs (self-determined)

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