Press Releases

Demystify Financial Planning For Pre-IPO Equity Comp With Webinar On Sept. 22

Sept. 13, 2021 — Private companies are growing fast and initial public offerings (IPOs) are booming. Important wealth-building and tax-minimizing decisions are faced by employees and executives at private companies who have equity compensation, such as stock options, restricted stock, restricted stock units (RSUs), or founder's stock. The timeframe for financial and tax planning is narrow as an IPO or acquisition approaches., the leader in online educational resources for stock compensation, is holding a special webinar about private company equity comp on September 22, 2021 (2pm–3:40pm ET, 11am–12:40pm PT). It offers crucial guidance for both employees and their financial advisors on financial and tax planning for equity comp and shares in private companies, from startup to IPO or acquisition.

The webinar features a panel of three leading financial advisors, who will present practical guidance and real-world case studies. In 100 minutes, the presenters will cover the fundamentals of private company stock grants and related strategies for financial and tax planning, both to build wealth and to prevent expensive mistakes.

"This is a unique opportunity for employees and their financial advisors to demystify the complexity of equity comp and shares in private companies," says webinar moderator Bruce Brumberg, the editor-in-chief of myStockOptions. "The panelists' insights and expertise will apply to equity comp at both startups and later-stage private companies, from the time of grant until the company goes public or is acquired." also has a comprehensive website section of articles and FAQs on all topics in private company equity compensation.

Webinar Details & Registration

Stock Comp Financial Planning For Private Company Employees: From Startup To IPO Or Acquisition
Sept. 22, 2021
2pm–3:40pm ET, 11am–12:40pm PT

Webinar Panelists

  • Devin Blackburn, Senior Vice President, Northern Trust Wealth Management
  • Meredith Johnson, Director, Tax, BPM
  • Kristin McKenna, Managing Director, Darrow Wealth Management
  • Bruce Brumberg (moderator), Editor-in-Chief of myStockOptions

Webinar Agenda

  • How and why equity grants in private companies differ from those in public companies
  • Early-exercise stock options and Section 83(b) elections
  • Best time to exercise options in a private company
  • Double-trigger RSUs: how they're structured and the many issues they raise
  • 409A valuations and why they're important for tax and financial planning
  • Mistakes to avoid in financial/tax planning, from startup to pre-IPO
  • Ways to finance exercises of private company stock options, including outside sources
  • Strategies in estate and charitable planning for low-basis stock
  • Qualified Small Business Stock (QSBS)
  • Evaluating liquidity programs for private company stock, including private tender offers and secondary market resales
  • SPAC acquisition as a route to going public: financial and tax planning
  • Smart decisions to make during and after the post-IPO lockup
  • Checklist of key features to look for in clients' private company stock grants
  • Lessons learned from the recent wave of IPOs, M&A, and private/startup financing
  • Case studies

Continuing Education Credits

The webinar offers 2.0 CE credit hours for:

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


With exclusive articles, 800+ FAQs, podcasts, videos, the Tax Center, interactive quizzes, the Learning Center with courses for CE credit, Global Tax Guide, extensive glossary, smartphone app for iOS and Android devices, and dynamic patented tools, 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. is run by leading experts in equity compensation. Its content is created by a company with a long history of successful multimedia publications explaining complex legal and financial subjects in plain English.

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

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