WEBINAR
Thursday, May 14, 2026
2:00pm to 3:40pm ET, 11:00am to 12:40pm PT
Watch live on May 14 or on demand later

Now offering IAR continuing education credits!

CE CREDITS
2.0 CE credits for CFP, IAR (live only), CPE (live only), EA (live only), CPWA/CIMA, CEP/ECA; 1.5 CE credits for CFA

OVERVIEW
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.

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

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 9 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

"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 offers 2.0 CE credits for
● Certified Financial Planners (CFP)
● Investment Advisor Representatives (IAR, "Products & Practice" category)
● CPE for CPAs (including completion certificate with NASBA info)
● Enrolled Agents (EA)
● CPWA/CIMA professionals
● Certified Equity Professionals (CEP)
● Equity Compensation Associates (ECA)

CFAs may self-determine and self-report 1.5 CE credits.

The webinar recording offers 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