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This webinar will boost your knowledge of year-end 2025 and year-start 2026 strategies for stock options, restricted stock/RSUs, ESPPs, and company stock holdings to help you make smarter decisions and prevent costly mistakes.
With the new tax laws introduced by the OBBBA, expert guidance is more important than ever to interpret their impact on year-end and year-start planning with equity comp. Plus, get insights on whether the current stock-market boom and return of the IPO market should affect your decisions.
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.
TOPICS COVERED
- What's new for year-end 2025 and the start of 2026, including the impacts of the OBBBA and economic uncertainty
- Checklist of critical issues and choices for RSUs, stock options, ESPPs, and company share holdings at year-end 2025 and year-start 2026
- Income-shifting and multi-year planning with stock comp to minimize taxes
- Effective capital gain and loss harvesting of company shares
- Whether option exercises in 2025 make sense or wait until early 2026
- Reducing taxes when you had substantial income from stock comp in 2025
- 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 an IPO, M&A deal, or tender offer occurred in 2025 or is expected in the future
- 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 separate case studies involving a mature public company, a private company, and a newly public company
PANELISTS
- lfred Au (CFP®), Head of Advisory and Partner, DiversiFi Capital
- ebecca Jackson (CFP®, CPA/PFS™, RLP), Founder, SeedSafe Financial LLC
- ohn Owens (CFP®, EA, ECA, CPWA®), Managing Partner, Brooklyn FI
- moderator: Bruce Brumberg (JD), Editor-in-Chief and Co-Founder, myStockOptions
More Information, How to Register
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