Stock Comp Tax Masterclass by myStockOptions.com

Watch our 2025 Stock Comp Tax Masterclass webinar series on demand.

The webinars offer continuing education (CE) credits for CFP, CPWA/CIMA, CEP/ECA, and CFA. Each includes a detailed slide deck, checklists, and handouts.

You can register at the link above for the whole masterclass series of three webinars at a special package price ($495) or for any of the individual webinars, listed below.

Stock Comp Tax Masterclass (Part 1): The Essentials ($189)
Held live on May 1 , 2025 AVAILABLE ON DEMAND
Includes recording, slide deck, and handouts
1.5 CE credits for CFP, CPWA/CIMA, CEP/ECA, CFA

Stock Comp Tax Masterclass (Part 2): Advanced ($189)
Held live on May 21 , 2025 AVAILABLE ON DEMAND
Includes recording, slide deck, and handouts
1.5 CE credits for CFP, CPE (live only), CPWA/CIMA, CEP/ECA, CFA
1.0 CE credit for EA (live only)

Stock Comp Tax Masterclass (Part 3): Elite Tax Strategies From Top Advisors ($209)
Held live on June 18 , 2025 AVAILABLE ON DEMAND
Includes recording, slide deck, and handouts
2.0 CE credits for CFP, CPE (live only), EA (live only), CPWA/CIMA, CEP/ECA, CFA

Knowing the taxation of stock comp is crucial for successful work with clients, executives, and employees. Whether you are new to these topics or want to sharpen your knowledge, these webinars will provide practical info and insights to maximize your success.

"I really enjoyed the webinar. All three of the advisors were excellent speakers and had good presentations. Thanks again for your high-quality work and everything myStockOptions does."
—Randy Joseph (CPA), Joseph & Hetrick, Seattle

Parts 1 and 2 cover essential and advanced tax topics and feature plentiful examples and infographics. These two 75-minute webinars are presented 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 explains these topics in a practical, memorable, and engaging way.

Part 3 brings together all of the stock comp tax topics covered in Parts 1 and 2. The webinar features leading financial advisors actively working with clients who have equity compensation. They provide their top tips and real-world case studies. Panelists:

● Travis Gatzemeier (CFP®), Founder, Kinetix Financial Planning
● Valerie Gospodarek (CFA), Owner, VG Financial Consulting LLC
● CJ Stermetz (CFP®, CEP), Founder, Equity For The Win
● Bruce Brumberg (JD), Editor-in-Chief and Co-Founder, myStockOptions (moderator)

"The case studies were great examples, and the panel walked though these very carefully and made it look easy. The slides were also well thought out."
—Monica van Eck, Senior Financial Planner, EP Wealth Advisors