This webinar (held Sept. 14, 2023) is available on demand. For immediate streaming access to the recording, please register on this page. To receive a copy of the webinar slide deck and handouts, please contact us (

● 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 1.5 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.

Stock options, restricted stock, restricted stock units (RSUs), and employee stock purchase plans (ESPPs) can create wealth but come with complicated tax rules. To maximize the gains from stock comp and company share sales, and to avoid costly mistakes leading to overpaid taxes or unwanted IRS attention, you must understand taxation throughout the process.

In this webinar Bruce Brumberg (JD), the myStockOptions editor-in-chief and a contributor, gives a lively crash course in the critical tax rules at key stages for all the major forms of stock compensation: from exercise, vesting, or purchase to the sale of the shares; from tax withholding to tax-return reporting.

"Very informative and well done."
—Scott Floersheim (CPA/PFS, CFP®, RMA®), Meridian Wealth + Tax Advisors

● Taxes upon NQSO and ISO exercise, restricted stock/RSU vesting, ESPP purchase
● Tax withholding (and what to do if it's not enough)
● Calculation of the tax basis (cost basis) for stock acquired via equity comp
● Tax rules for incentive stock options (ISOs), including the alternative minimum tax (AMT)
● Calculating taxes at sale for stock received from equity comp and ESPPs
● Tax-return reporting, including how to interpret key forms (W-2, 1099-B, 3921 for ISOs, 3922 for ESPPs)
● Tax issues involving interstate employee mobility and remote work
● Tax differences between public companies and private/startup companies
● Wash sales and ways to avoid them
● Identifying shares to be sold to prevent tax mishaps
● Checklist of key questions to ask clients, and tax details to confirm
● Live Q&A

"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

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 webinar offers the following continuing education (CE) credits:
● 2 CE credits for Certified Financial Planners (CFP)
● 2 CPE credits for CPAs
● 2 CE credits for Enrolled Agents (EA)
● 1.5 self-determined CE credits for CFAs
● 2 CE credits for CPWA/CIMA professionals
● 2 Certified Equity Professionals (CEP) and Equity Compensation Associates (ECA)

CPE and EA credits are available only via the live webinar, not the webinar recording. All others are available via both the live and recorded webinars.

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

1693252987-eff2a90438260da2 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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