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myStockOptions Webinar: Must-Attend Stock Compensation 'Bootcamp' For Financial Advisors

For financial advisors, stock compensation is a complex planning niche they must understand when their clients have grants of stock options, restricted stock, restricted stock units, or employee stock purchase plans. Command of the core topics is required to effectively serve clients, build wealth, and prevent costly mistakes. On October 21, 2020, financial advisors, lawyers, CFAs, and tax professionals will have a great opportunity to learn all they need to know about stock compensation in a 100-minute webinar held by myStockOptions.

Registration is now open for this lively educational event:

Stock Compensation Bootcamp For Financial Advisors
October 21, 2:00pm–3:40pm ET, 11:00am–12:40pm PT

All the essential topics below will be presented in just 100 minutes by Bruce Brumberg, Esq., the Editor-in-Chief and co-founder of myStockOptions.com and a Forbes.com contributor. Bruce is a respected expert on stock compensation with over 20 years of experience in stock comp education, communications, and training.

  • Stock options: 8 core features
  • Exercise methods
  • 4 key features of nonqualified stock options (NQSOs)
  • NQSO taxation: 5 core rules
  • 3 special features of incentive stock options (ISOs)
  • ISO taxes: 5 key points
  • ISOs compared to NQSOs and what’s better for your clients
  • Stock options compared to restricted stock/RSUs: what’s better for your clients
  • Restricted stock & RSUs: 7 key features
  • 10 tax rules for restricted stock/RSUs
  • How restricted stock & RSUs differ
  • Key decisions to make with restricted stock/RSUs, stock options, and ESPPs
  • 6 features of ESPPs
  • 10 ESPP terms to know
  • Types of ESPPs and their special benefits
  • 5 tax rules for ESPPs
  • Difference between private and public company stock grants, including taxes
  • Checklist of questions to ask clients with stock comp and info to gather

The webinar will offer 2.0 CE credit hours for:

  • Certified Financial Planners (CFPs)
  • Certified Equity Professionals (CEPs)
  • CPWA and CIMA certifications from the Investments and Wealth Institute

Registration for this special webinar is now open.

"You will understand the fundamentals of stock comp with our bootcamp webinar," guarantees Mr. Brumberg. "We are very confident in the power of this educational event. If you don't feel you're in top stock comp shape after our webinar, as part of our bootcamp guarantee I will provide you with a private tutoring session myself."

About myStockOptions.com

With exclusive articles, 800+ FAQs, podcasts, videos, the Tax Center, interactive quizzes, the Learning Center with courses for CE credit, the Global Tax Guide, an extensive glossary, a smartphone app for iOS and Android devices, and dynamic patented tools, myStockOptions.com is the premier online resource of educational content and tools on stock options, restricted stock, restricted stock units, performance shares, stock appreciation rights, and employee stock purchase plans. myStockOptions.com is written and managed by leading experts in equity compensation, and is produced by a company with a long history of successful publications explaining complex legal and financial subjects in plain English.

The accounting journal CPA Wealth Provider selected myStockOptions.com among companies "that have taken the lead through innovation, efficiency, initiative, or growth in the financial-planning area." The Specialized Information Publishers' Foundation honored MSO Pro with one of its Editorial Excellence Awards in the category of Best Interactive Content among niche publishers. The influential consumer magazine PC World has ranked myStockOptions.com among "the most useful sites ever" that "deliver top-notch information, support, and services."

myStockOptions.com has also received extensive favorable coverage in the media, including BusinessWeek, The Wall Street Journal, The New York Times, the San Francisco Chronicle, and The Boston Globe, and on CNN, National Public Radio, PBS, Money.com, and MarketWatch.com.

myStockOptions.com has a related site on nonqualified deferred compensation at http://www.myNQDC.com. The staff also created the successful insider trading prevention video series Think Twice, available at http://www.insidertradingvideos.com.


For more information, please contact Bruce Brumberg and Matt Simon at editors@mystockoptions.com or 617-734-1979.

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