Thu, Dec 2, 2021 · 2:00 PM
Eastern Time (US & Canada) (GMT -5:00)
Add to calendar
AJ Ayers, EA, CEP, CFP®
Co-Founder, Brooklyn FI
AJ Ayers is an Enrolled Agent, CERTIFIED FINANCIAL PLANNER™, and Certified Equity Professional. She's the co-founder of Brooklyn FI, a financial planning, wealth management, and tax firm located in Brooklyn, New York, that serves tech professionals and creatives. As a writer and editor with a strong background in communications, AJ builds frameworks for delivering complex tax advice around equity compensation to clients. With the Certified Equity Professional designation, she brings an unparalleled understanding of company stock plans to Brooklyn FI. AJ's path to entrepreneurship began with a financial advice podcast and currently finds her at the helm of a young company experiencing explosive growth and making a huge impact on the lives of clients. She is also the co-host of the equity-compensation-focused podcast The Liquidity Event.
John P. Barringer, CFP®
Managing Partner, Executive Wealth Planning
John P. Barringer, the author of the Stockbrokers' Secrets article series at myStockOptions.com, is the Managing Partner of Executive Wealth Planning in Denver, Colorado. He is a Certified Financial Planner (CFP®) practitioner. He is also a founding member and past President of the Denver Chapter of the National Association of Stock Plan Professionals (NASPP). John has specialized in advising public company employees on stock compensation since 1988. John worked as an executive financial services director at a major brokerage for five years immediately before starting his own registered investment advisory in 2015, where his work with clients focuses on planning for corporate executives, especially those who are subject to SEC Section 16(b) and Rule 144. He also has numerous public company relationships for which he provides stock plan administration solutions, qualified plan services, and corporate cash management.
Chun Wong, CPA
Managing Partner, Safe Harbor LLP
Chun Wong (CPA) is the managing partner of Safe Harbor LLP, where he works with clients on domestic and US international tax and accounting issues. The firm is dedicated to small- and medium-sized business accounting, tax, and financial advisory issues in the San Francisco Bay Area. It also helps high-net-worth individuals optimize their taxes to pay less and arrange their financial life to be as easy as possible.
Bruce Brumberg, JD (moderator)
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.