Equity Comp Bootcamp for Financial Advisors

myStockOptions.com

Equity compensation is complicated, and mistakes are expensive. This concise bootcamp webinar distills the complexity and highlights what matters most: how grants work, how equity comp is taxed, and how to make key planning decisions with confidence.

Whether you are new to stock comp or want to sharpen your knowledge, this webinar will provide practical info and valuable insights. All the essential topics below will be presented in 100 lively minutes by Bruce Brumberg (JD), the editor-in-chief and co-founder of myStockOptions.com and a Forbes.com contributor. Bruce is a respected expert on these topics with over 25 years of experience in stock comp education, communications, and training.

TOPICS COVERED

• Stock options: 8 core features; a guide to exercise methods
• NQSOs: 4 key traits and 5 essential tax rules
• ISOs: 3 special rules and 7 crucial tax points, including AMT
• NQSOs vs. ISOs: a comparison
• Restricted stock and RSUs: 7 features and 10 vital tax rules
• Core differences between restricted stock and RSUs and why they matter
• Options vs. RSUs: which is better and when
• ESPPs: special features, key terms, plan types, and tax rules
• Key decisions for restricted stock/RSUs, stock options, and ESPPs
• Private vs. public company grants: structural and tax differences
• Bonus checklist: questions to ask; info and data to collect

More Information, How to Register