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Year-End 2023 Financial & Tax Planning For Equity Comp

Nov. 30, 2023
1:00 p.m. - 2:40 p.m. ET

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.


  • 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


  • 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

More Information, How to Register

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