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View More myStockOptions.com Webcasts and Conferences

Stock Compensation Bootcamp For Financial Advisors

myStockOptions.com

Oct. 21, 2020
2:00 - 3:40 p.m. ET
Webcast

All the essential topics below will be presented in just 100 minutes by Bruce Brumberg, Esq., the Editor-in-Chief and co-founder of myStockOptions.com and a Forbes.com contributor. Bruce is a respected expert on stock compensation with over 20 years of experience in stock comp education, communications, and training.

  • Stock options: 8 core features
  • Exercise methods
  • 4 key features of nonqualified stock options (NQSOs)
  • NQSO taxation: 5 core rules
  • 3 special features of incentive stock options (ISOs)
  • ISO taxes: 5 key points
  • ISOs compared to NQSOs and what’s better for your clients
  • Stock options compared to restricted stock/RSUs: what’s better for your clients
  • Restricted stock & RSUs: 7 key features
  • 10 tax rules for restricted stock/RSUs
  • How restricted stock & RSUs differ
  • Key decisions to make with restricted stock/RSUs, stock options, and ESPPs
  • 6 features of ESPPs
  • 10 ESPP terms to know
  • Types of ESPPs and their special benefits
  • 5 tax rules for ESPPs
  • Difference between private and public company stock grants, including taxes
  • Checklist of questions to ask clients with stock comp and info to gather

The webinar will offer 2.0 CE credit hours for:

  • Certified Financial Planners (CFPs)
  • Certified Equity Professionals (CEPs)
  • CPWA and CIMA certifications from the Investments and Wealth Institute

More Information, How to Register

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