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Equity Comp Masterclass, Part 1: Stock Options

myStockOptions.com

May 2, 2024
1:00 p.m. - 2:00 p.m. ET
Webinar

This webinar on stock option fundamentals and taxes, covering essential topics with plentiful examples, 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.

The webinar is part of our 2024 Equity Comp Masterclass series of three webinars: Stock Options, Restricted Stock/RSUs & ESPPs, and Best Ideas From Top Advisors. Register for and watch the whole series as a bundle, which includes a certificate showing you are myStockOptions Educated!

TOPICS COVERED

  • Stock options: 8 core features
  • Exercise methods and their special issues
  • 4 key features of nonqualified stock options (NQSOs)
  • NQSO taxation: 5 core rules
  • Stock options (ISOs): special features and rules
  • ISO taxes: 8 critical points
  • Alternative minimum tax (AMT)
  • ISOs compared to NQSOs and what’s better to get
  • Startup to pre-IPO company stock option differences in design and taxes
  • Exercise strategies: key personal and company factors
  • Checklist of key questions and info/documents to gather

More Information, How to Register

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