Stock Comp Tax Masterclass by myStockOptions.com

Register At Special Price

Stock Comp Tax Masterclass by myStockOptions.com

Watch our 2025 Stock Comp Tax Masterclass webinar series, whether live or on demand. Complete all three webinars to earn a print and digital certificate demonstrating you are myStockOptions Educated!

The webinars offer continuing education (CE) credits for CFP, CPWA/CIMA, CEP/ECA, CPE (live only), EA (live only), and CFA. Each includes a detailed slide deck, checklists, and handouts.

You can register for the whole masterclass series of three webinars at a special package price ($495) or for any of the individual webinars, listed below:

Stock Comp Tax Masterclass (Part 1): The Essentials ($189)
May 1, 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)

Stock Comp Tax Masterclass (Part 2): Advanced ($189)
May 21, 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)

Stock Comp Tax Masterclass (Part 3): Elite Tax Strategies From Top Advisors ($209)
June 18, 2:00pm to 3:40pm ET, 11:00am to 12:40pm PT
2.0 CE credits for CFP, CPE (live only), EA (live only), CPWA/CIMA, CEP/ECA, CFA

Knowing the taxation of stock comp is crucial for successful work with clients, executives, and employees. Whether you are new to these topics or want to sharpen your knowledge, these webinars will provide practical info and insights to maximize your success. Watch live or on demand!

Parts 1 and 2 will cover essential and advanced tax topics and feature plentiful examples and infographics. These two 75-minute webinars will be presented 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 explains these topics in a practical, memorable, and engaging way.

Part 3 will bring together all of the stock comp tax topics. The webinar will feature leading financial advisors actively working with clients who have equity compensation. They will provide their top tips and real-world case studies. Panelists:

Travis Gatzemeier (CFP®), Founder, Kinetix Financial Planning
Valerie Gospodarek (CFA), Owner, VG Financial Consulting LLC
CJ Stermetz (CFP®, CEP), Founder, Equity For The Win
Bruce Brumberg (JD), Editor-in-Chief and Co-Founder, myStockOptions (moderator)

Panelists

  • 1744845942-d5a598e29cb4de8c
    Travis Gatzemeier, CFP®
    Founder, Kinetix Financial Planning
    Travis Gatzemeier is a Certified Financial Planner® with 14 years of experience and the founder of Kinetix Financial Planning, a Registered Investment Advisory firm based in Texas serving clients nationwide. He specializes in working with high-growth entrepreneurs and stock-compensated professionals with a focus on tax planning strategies that look beyond the current year to minimize clients' lifetime tax burden. Rather than focusing on traditional retirement planning, Travis helps clients achieve financial independence that creates greater lifestyle optionality. Travis has been recognized as an Investopedia Top 100 Advisor, and his expertise has been featured in many financial publications including Kiplinger, Forbes, and Business Insider.
  • 1687807079-2bc6802a7c99719d
    Valerie Gospodarek, CFA
    Owner, VG Financial Consulting LLC
    Valerie J. Gospodarek, CFA, has over 25 years of financial industry experience and currently owns her own business, VG Financial Consulting LLC, where she helps people with planning and organizing their finances. Over her career, she has served in a variety of roles including managing individual investment and trust accounts, overseeing approximately 200 money managers, consulting on 401(k) plans, participating in asset allocation and portfolio construction decisions, and spearheading a multitude of special projects. The breadth and depth of this experience provides her with a unique perspective when helping her clients. Her need to manage her own family’s executive compensation combined with employees’ need to better understand these important investments led her to specialize in helping clients with their stock options, deferred compensation plans and concentrated company stock positions.
Sessions in this Stock Comp Tax Masterclas
  • 1744151053-7b26666e5be63024
    Stock Comp Tax Masterclass (Part 1): The Essentials
    Thursday, May 1, 2025 · 2:00 PM EDT
    $189.00
  • 1744151586-779e4639f37a12d8
    Stock Comp Tax Masterclass (Part 2): Advanced
    Wednesday, May 21, 2025 · 2:00 PM EDT
    $189.00
  • 1744848078-1d02074d66e4d8a1
    Stock Comp Tax Masterclass (Part 3): Elite Tax Strategies From Top Advisors
    Wednesday, June 18, 2025 · 2:00 PM EDT
    $209.00
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