myStockOptions.com is holding a unique three-part masterclass webinar series in May and June on tax planning for stock options, restricted stock and RSUs, and ESPPs.
(PRUnderground) April 24th, 2025
myStockOptions.com, the leading online educational resource on all aspects of equity compensation, is holding a three-part masterclass webinar series in May and June 2025 on the taxation and tax planning for stock options, restricted stock, restricted stock units (RSUs), and employee stock purchase plans (ESPPs). The Stock Comp Tax Masterclass offers a special and highly engaging crash course in which financial advisors, CPAs, Enrolled Agents, attorneys, and anyone else who counsels or seeks to advise clients with stock compensation can learn valuable knowledge about these topics.
Few endeavors in personal finance are more complex than understanding the taxation and tax planning for equity awards and ESPPs. “While these valuable forms of compensation can make a big difference in achieving both short-term and long-term financial goals, they can be tricky not only for employees but also for their advisors,” explains Bruce Brumberg, the Editor-in-Chief of myStockOptions.com. “This is why we decided to launch a new webinar series focused on stock comp taxation.”
Bruce will present Part 1 (May 1), on the essential tax treatments of stock compensation, and Part 2 (May 21), on advanced aspects of stock comp taxation, including tax-return reporting, startup equity comp taxation, and interstate mobility. A co-founder of myStockOptions.com and a Forbes.com contributor, Bruce is a highly respected expert who explains these topics in a practical, memorable, and engaging way. These two webinars will include plentiful examples and helpful infographics.
Part 3 (June 18) will bring together all of the stock comp tax topics to cover tax planning. The webinar will feature a panel of leading financial advisors actively working with clients who have equity compensation. 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
Masterclass Webinar Details
Attendees can register for the whole masterclass series of three webinars (including certificate) at a special package price or for any of the individual webinars, listed below:
Stock Comp Tax Masterclass (Part 1): The Essentials
May 1, 2:00pm to 3:15pm ET, 11:00am to 12:15pm PT
1.5 CE credits for CFP, CPE (live only), CPWA/CIMA, CEP/ECA, CFA
1.0 CE credit for EA (live only)
Stock Comp Tax Masterclass (Part 2): Advanced
May 21, 2:00pm to 3:15pm ET, 11:00am to 12:15pm PT
1.5 CE credits for CFP, CPE (live only), CPWA/CIMA, CEP/ECA, CFA
1.0 CE credit for EA (live only)
Stock Comp Tax Masterclass (Part 3): Elite Tax Strategies From Top Advisors
June 18, 2:00pm to 3:40pm ET, 11:00am to 12:40pm PT
2.0 CE credits for CFP, CPE (live only), EA (live only), CPWA/CIMA, CEP/ECA, CFA
Webinar registrants can watch live or on demand in streaming format. They receive detailed slide decks, handouts, and checklists.
Disclaimer: The news site hosting this press release is not associated with myStockOptions.com. It is merely publishing a press release announcement submitted by a company, without any stated or implied endorsement of the information, product or service. Please refer to a tax attorney or CPA for tax advice.
About myStockOptions.com
With award-winning content and tools, myStockOptions.com is an independent and unbiased source of expertise on stock options, restricted stock, restricted stock units, performance shares, stock appreciation rights, and employee stock purchase plans. We specialize in making complex stock compensation topics clearly understandable and relatable, in plain English and with an engaging style. Our audience includes:
– stock plan participants
– financial planners, wealth advisors, and CPAs
– professionals in stock plan administration, human resources, compensation, and finance
– attorneys, corporate counsel, and other members of legal staff
In addition to individual memberships, we also offer corporate services.
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Original Press Release.
