Year-End 2021 Financial Planning For Equity Comp

myStockOptions.com

OVERVIEW AND AGENDA
Sharpen your knowledge of year-end and year-beginning financial and tax strategies for stock options, restricted stock/RSUs, ESPPs, and company stock holdings to make smarter decisions and prevent mistakes. In 100 minutes, the webinar features insights from a panel of three leading financial advisors, including real-world case studies, to provide practical info, guidance, and expertise for equity comp in both public and private companies.

Minimize taxes and build wealth with their know-how on the essentials of year-end planning. Topics covered include:

• What’s new for year-end 2021 and the start of 2022, including the potential for new tax laws
• Checklist of critical issues and choices for stock comp 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 2021
• Reducing taxes when you had substantial income from stock comp in 2021
• 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 IPO or M&A expected in 2022
• 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
• Case studies

CE CREDITS
Whether live or in recorded format, this webinar offers 2.0 CE credit hours for the following certifications:

• Certified Financial Planners (CFPs)
• Certified Equity Professionals (CEPs)
• CPWA/CIMA

The live webinar only (not the recording) offers 2.0 CE credits for Enrolled Agents.

TIME CONFLICT? NO PROBLEM: WEBINAR AVAILABLE ON DEMAND
All registered attendees get unlimited streaming access to the webinar recording for their personal viewing, along with the presentation slide deck. Therefore, even if you have a time conflict, please still register, as you will receive a link to the recording and presentation.

More Information, How to Register