Wed, Jun 15, 2022 · 2:00 PM
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President and CEO, Net Worth Strategies
Net Worth Strategies provides equity compensation risk analysis and tax-planning programs for financial advisors. Bill has been with the firm since it was established in 2000 and became its CEO in 2018. The company's industry-acclaimed “StockOpter” applications help advisors to attract clients that receive company stock and options and to provide sophisticated diversification guidance. Bill has presented at numerous equity compensation industry and financial advisor events. He earned a BA in Economics from the University of Notre Dame and an MBA from the University of Southern California.
Founder, Chequers Financial Management
Megan Gorman is the founder and managing partner of Chequers Financial Management, a female-owned high-net-worth tax and financial-planning firm in San Francisco, California. Megan's clientele ranges from entrepreneurs to corporate executives to inherited family wealth. An attorney by training, she is passionate about the problem-solving required to work in the world of complex financial planning. Megan spent the first part of her career as a Vice-President at Ayco, A Goldman Sachs Company and BNY Mellon Wealth Management. She has a B.A. in History from Bryn Mawr College and a JD from Rutgers School of Law. She is a Senior Contributor at Forbes and writes on personal finance and income tax. She is frequently quoted across prominent financial media outlets, including The Wall Street Journal, The Washington Post, CNBC, and US News.
Case Manager, Financial Planning, Ameriprise Financial
As part of Ameriprise Financials’ Advanced Advice team for 25 years, David collaborates with his firm’s advisors nationwide to develop sound, suitable financial-planning guidance for high-net-worth clients with sophisticated circumstances, goals, and tax issues. He has practical experience with a wide range of financial-planning areas and techniques, including executive/equity compensation, estate, income tax, charitable giving, and retirement planning. David has been instrumental in developing and maintaining an in-house program for Ameriprise Financial advisors focused on equity compensation planning. David earned his BM from the University of Minnesota (Twin Cities) and his JD and LLM in tax law (Summa Cum Laude) from Mitchell Hamline School of Law (previously William Mitchell College of Law) in St. Paul, MN. He was a panelist presenter at myStockOptions.com’s 2019 national conference Financial & Tax Planning Strategies for Stock Compensation as well as its 2021 webinar Stock Option Exercise Strategies: Advanced Bootcamp.
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 myStockOptions.com, the premier provider of web-based educational content and tools on stock options, restricted stock, ESPPs, SARs, and performance shares. He runs another website (myNQDC.com, on nonqualified deferred comp), produced the Think Twice insider-trading-prevention videos (www.insidertradingvideos.com), and writes a popular blog at Forbes.com. Bruce graduated from the University of Michigan and University of Virginia School of Law.