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View More Webinars, Podcasts and Conferences

Year-End 2022 Financial & Tax Planning For Equity Comp

Dec. 1, 2022
Recorded Online

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. Volatile markets and economic uncertainty make the need for effective guidance even more important, as this webinar will cover.

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 2022 and the start of 2023
  • 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 2022
  • Reducing taxes when you had substantial income from stock comp in 2022
  • 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 after an IPO or M&A was delayed in 2022 but is expected in 2023 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®), Managing Partner, Executive Wealth Planning
  • Rebecca Conner (CPA, CFP®), 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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