This webinar (held March 30, 2022) is available on demand. (Click on the video screen above to open the registration form; if the screen is blank, please refresh the page to make it appear.) Registered attendees of the webinar get access to the webinar recording along with the detailed webinar presentation and handouts.

Didn't register for the live webinar? For streaming access to the webinar recording, please click on the video screen above and register with the form that pops up. Contact us ( to receive a copy of the webinar slide deck and handouts with your registration. If you would like the 2.0 CE credits for CFPs that are available with this webinar, please let us know when you have watched it and send us your CFP ID number so we can report the credits.

For other engaging on-demand webinars in stock comp topics, all of which offer CE credits for CFPs, CEPs, and CPWAs, see the myStockOptions Webinar Channel.

Whether you are new to stock comp or want to sharpen your knowledge, this webinar will provide practical info and insights to maximize your success. All the essential topics below will be presented in 100 lively minutes by Bruce Brumberg, Esq., the editor-in-chief and co-founder of and a contributor. Bruce is a respected expert on these topics with over 20 years of experience in stock comp education, communications, and training.

- Stock options: 8 core features
- Exercise methods
- 4 key features of nonqualified stock options (NQSOs)
- NQSO taxation: 5 core rules
- 3 special features of incentive stock options (ISOs)
- ISO taxes: 7 key points
- ISOs compared to NQSOs and what’s better for your clients
- Restricted stock & RSUs: 7 key features
- 10 tax rules for restricted stock/RSUs
- How restricted stock & RSUs differ
- Stock options compared to restricted stock/RSUs: what’s better for your clients
- Key decisions to make with restricted stock/RSUs, stock options, and ESPPs
- 6 features of ESPPs
- 10 ESPP terms to know
- Types of ESPPs and their special benefits
- 5 tax rules for ESPPs
- Difference between private and public company stock grants, including taxes
- Checklist of questions to ask clients with stock comp and info to gather

"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

Whether live or in recorded format, this webinar offers 2.0 CE credit hours for the following certifications:
• Certified Financial Planners (CFP®)
• Certified Equity Professionals (CEP)

Please contact the myStockOptions team at 617-734-1979 or

Details About the Webinar

About the Speaker

1647447795-f7d56053109b72a7 Bruce Brumberg, JD
Editor-in-Chief and Co-Founder, myStockOptions

Bruce Brumberg has devoted most of his professional career to making complex legal and tax concepts understandable to people who do not enjoy reading the Internal Revenue Code and the securities laws. Bruce 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. He runs another website (, on nonqualified deferred comp), produced the Think Twice insider-trading-prevention videos (, and writes a popular blog at Bruce graduated from the University of Michigan and University of Virginia School of Law.

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