Stock Comp Tax Masterclass, Part 3: Elite Tax Strategies From Top Advisors

myStockOptions.com

This webinar is the 3rd of 3 webinars in the myStockOptions Stock Comp Tax Masterclass series. You can register for this webinar with the form on this page, or you can register for the full series as a bundle at a special price.

OVERVIEW
This webinar will feature insights from leading tax and financial advisors actively working with clients who have equity compensation. These engaging presenters will provide their top tax tips and case studies. Plus, learn how to use your stock comp tax knowledge to demonstrate your value to clients and prospects.

This webinar, Part 3 of our Stock Comp Tax Masterclass series, brings together all of the tax knowledge presented, explained, and illustrated in Part 1 (The Essentials) and Part 2 (Advanced).

TOPICS COVERED

• How to manage and minimize taxes with nonqualified stock options
• How to manage taxes with restricted stock and restricted stock units
• How to manage and minimize the AMT risk and opportunities with incentive stock options
• Tax strategies for private company stock when an eventual IPO, M&A, or share-liquidity program is expected
• How to use your equity comp tax knowledge to demonstrate your value to clients and prospects
• How to get and collect key tax information and forms from clients and organize it
• How financial advisors can work together most effectively with CPAs or Enrolled Agents for clients
• Case studies involving various strategies: option exercises (NQSOs and ISOs); public company RSUs; tax-loss harvesting; private company transition to public

PANELISTS

• Travis Gatzemeier (CFP®), Founder, Kinetix Financial Planning
• Valerie Gospodarek (CFA), Owner, VG Financial Consulting LLC
• CJ Stermetz (CFP®, CEP), Founder, Equity For The Win
• Bruce Brumberg (JD), Editor-in-Chief and Co-Founder, myStockOptions (moderator)

More Information, How to Register