This webinar (held live on May 22, 2024) is available to stream on demand for all webinar registrants. If you did not register for the live event, you can register now on this page (includes slide deck and handouts).

To get the 1.0 CE credit 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 1.0 CE credit for CEP/ECA and CPWA/CIMA (both self-reported) and 1.0 CE credit for CFA (self-determined and self-reported).

This webinar is the 2nd of 3 webinars in the myStockOptions Equity Comp Masterclass series. You can register for this webinar with the form on this page, or you can register for the full series as a bundle at a special price. Watch live or on demand.

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.

Covering essential topics with plentiful examples, this webinar will present the fundamentals and taxation of restricted stock, restricted stock units (RSUs), and employee stock purchase plans (ESPPs). It will be given by Bruce Brumberg (JD), the editor-in-chief and co-founder of and a contributor. Bruce is a highly respected expert who presents these topics in a practical, memorable, and engaging way.

The webinar is part of our 2024 Equity Comp Masterclass series of three webinars: Stock Options, Restricted Stock/RSUs & ESPPs, and Best Ideas From Top Advisors. You can register for this webinar with the form on this page, or you can register for the full series as a bundle at a special price. Watch live or on demand.

● Restricted stock & RSUs: 7 key features
● Vesting details and impact of job change, life events, and M&A
● 10 tax rules for restricted stock/RSUs
● How restricted stock & RSUs differ
● 7 major decisions to make with restricted stock/RSUs
● 6 features of ESPPs
● 10 ESPP terms to know
● Critical timeline for ESPP participation and purchases
● 6 tax rules for ESPPs
● Startup to pre-IPO company restricted stock and RSU grants, including design and taxes
● Checklist of key questions and info/documents to gather

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

All registered attendees get unlimited streaming access to the webinar recording for their personal viewing, along with the detailed presentation slide deck and handouts. Therefore, even if you can't attend the live webinar, please still register, as you will receive access to the recording along with the presentation and handouts.

The live webinar will offer 1.0 CE credit hour for:
● Certified Financial Planners (CFPs)
● CPWA/CIMA professionals
● Certified Equity Professionals (CEPs)
● Enrolled Agents (EA)
● CPE for CPAs

CE credits for CFP, CPWA/CIMA, and CEP will also be available via the webinar recording. EA and CPE credits are available only via the live webinar.

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 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:

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

Details About the Webinar

About the Speaker

1713225380-de3907e7d3b8cd7a 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, the premier provider of web-based educational content and tools on stock options, restricted stock, ESPPs, SARs, and performance shares. Bruce runs another website (, on nonqualified deferred comp) and writes a popular blog at He graduated from the University of Michigan and University of Virginia School of Law.

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