This webinar is the second of three in the myStockOptions Equity Comp Masterclass series, which you can register for as a bundle and watch either live or on demand.

WEBINAR
May 22, 2024
1pm to 2pm ET ● 10am to 11am PT
1.0 CE credit for CFP, CPE, EA, CPWA/CIMA, and CEP/ECA

OVERVIEW
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 myStockOptions.com and a Forbes.com 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. Register for and watch the whole series as a bundle, which includes a certificate showing you are myStockOptions Educated!

TOPICS COVERED
● 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

TIME/DATE CONFLICT? NO PROBLEM
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.

CE CREDITS
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

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

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