Equity Comp Masterclass, Part 1: Stock Options

myStockOptions.com

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