This webinar (held live on Nov. 13, 2025) is available to stream on demand for all webinar registrants. If you did not register for the live event, you can register now for immediate access to the webinar recording on this page (includes slide deck and handouts).

To get the 2.0 CE credits for CFPs available with this webinar, please let us know when you have watched it and send us your CFP ID number. The webinar also offers 2.0 CE credits for CEP/ECA and CPWA/CIMA (both self-reported) and 2.0 CE credits for CFA (self-determined and self-reported).

For other on-demand webinars offering CE credits, see the myStockOptions Webinar Channel. There you can also find information on our upcoming live webinars, which in addition offer CPE and EA continuing education credits.

OVERVIEW
This webinar will boost your knowledge of year-end 2025 and year-start 2026 strategies for stock options, restricted stock/RSUs, ESPPs, and company stock holdings to help you make smarter decisions and prevent costly mistakes.

With the new tax laws introduced by the OBBBA, expert guidance is more important than ever to interpret their impact on year-end and year-start planning with equity comp. Plus, get insights on whether the current stock-market boom and return of the IPO market should affect your decisions.

In 100 minutes, the webinar features insights from a panel of three leading financial and tax advisors, including real-world case studies, to provide practical expertise on equity comp in both public and private companies. Minimize taxes and build wealth with their know-how on the essentials of year-end and year-start planning.

"myStockOptions is my first go-to source for in-depth dives and unparalleled education." —Olga Mavrody, CPA

TOPICS COVERED
● What's new for year-end 2025 and the start of 2026, including the impacts of the OBBBA and economic uncertainty
● Checklist of critical issues and choices for RSUs, stock options, ESPPs, and company share holdings at year-end 2025 and year-start 2026
● Income-shifting and multi-year planning with stock comp to minimize taxes, including how to maximize the higher SALT deduction
● Effective capital gain and loss harvesting of company shares
● Whether option exercises make better sense in 2025 or in early 2026
● Reducing taxes when you had substantial income from stock comp in 2025
● 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 an IPO, M&A deal, or tender offer occurred in 2025 or is expected in the future
● 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
● Three separate case studies involving a mature public company, a private company, and a newly public company

PANELISTS
● Alfred Au (CFP®), Head of Advisory and Partner, DiversiFi Capital
● Rebecca Jackson (CFP®, CPA/PFS™, RLP), Founder, SeedSafe Financial LLC
● John Owens (CFP®, EA, ECA, CPWA®), Managing Partner, Brooklyn FI
● moderator: Bruce Brumberg (JD), Editor-in-Chief and Co-Founder, myStockOptions

Detailed introductions to the panelists are below.

"The knowledge I gained from myStockOptions both as a premium member and from your webinars has made me stand out at work."
—Vincent Leonardo (EA), Tax Analyst, Intuit

CAN'T MAKE THE LIVE WEBINAR? NO PROBLEM!
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 can't attend the live webinar, please still register, as you will receive a link to the recording and presentation.

CE CREDITS
The live webinar will offer 2.0 CE credits for
● Certified Financial Planners (CFPs)
● CPWA/CIMA professionals
● CPE for CPAs
● Enrolled Agents (EA)
● Certified Equity Professionals (CEPs)
● Equity Compensation Associates (ECAs)

IAR CE credits applied for (live only). CFAs may self-determine and self-report 1.5 CE credits.

The webinar recording will offer CE credits only for CFP, CPWA/CIMA, CEP/ECA, and CFA.

CPE Program level: Intermediate
CPE Prerequisite: Knowledge of stock compensation basics
CPE Advanced Prep: None
CPE Delivery Method: Group Internet-Based (webinar)
CPE Field Of Study: Taxes – Technical

myStockOptions.com is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org

NASAA does not endorse any particular provider of IAR CE courses. The content of the course and any views expressed are our own and do not necessarily reflect the views of NASAA or any of its member jurisdictions.

Questions? For further information, including administrative policies such as complaints and refunds, please contact the myStockOptions team at webinars@mystockoptions.com or 617-734-1979

Details About the Webinar

About the Speakers

1725542245-3dd0726e864ff252 Alfred Au, MS, CFP®
Head of Advisory and Partner, DiversiFi Capital

Alfred Au is the Head of Advisory and Partner at DiversiFi Capital, a virtual financial planning and wealth management firm specializing in equity compensation. Since joining in 2018, Alfred has played a key role in shaping DiversiFi's approach to financial planning and leading the advisory team. His expertise is fundamental to the firm's mission of making financial advice accessible and understandable. Alfred's leadership has been pivotal in serving the firm's clientele, with over 70% coming from the tech or biotech sectors.

1761707586-671028510ba4b373 Rebecca Jackson, CFP®, CPA/PFS™, RLP
Founder, SeedSafe Financial LLC

Rebecca is the Founder of SeedSafe Financial LLC, a fee-only virtual registered investment advisor who works with tech professionals. She works with clients as their advocate and partner to find the best financial solutions for their stock compensation that fits their most fulfilled life. Rebecca is a CERTIFIED FINANCIAL PLANNER™ professional, a Registered Life Planner® and is a CPA (Certified Public Accountant). Rebecca has lived at the intersection of finances and tech for over a decade. Past roles include Director of Investments for venture debt in the startup space, Techstars Mentor, startup Controller, and in accounting for Dimensional Fund Advisors. Rebecca earned a Masters in Professional Accounting and an undergraduate degree in Business Honors from the University of Texas at Austin.

1761707605-a3210df11e2ecc74 John Owens, CFP®, EA, ECA, CPWA®
Managing Partner, Brooklyn FI

John Owens (CFP®, EA, ECA, CPWA®) is the Managing Partner of Brooklyn FI, a fee-only wealth management firm based in Brooklyn, NY. Brooklyn FI helps tech professionals and creative entrepreneurs achieve financial independence. John is focused on helping individuals and families navigate significant life changes. He’s helped clients navigate complex topics like stock options, starting a family, and tax planning issues. John chose the planning profession because it is the perfect intersection of his two passions: helping people and simplifying complex problems.

1713225401-6af41f342700d7f0 Bruce Brumberg, JD
Editor-in-Chief and Co-Founder, myStockOptions

Bruce Brumberg has devoted most of his professional career to making complex tax and legal concepts understandable to people who do not enjoy reading the Internal Revenue Code and the securities laws. He is the editor-in-chief and a co-founder of myStockOptions.com, the premier provider of web-based educational content and tools on stock options, restricted stock, ESPPs, SARs, and performance shares. Bruce runs another website (myNQDC.com, on nonqualified deferred comp) and writes a popular blog at Forbes.com. He graduated from the University of Michigan and University of Virginia School of Law.

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