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Planning Issues in Equity Compensation
Course Information
Content Level: Intermediate
NAPFA Subject Area: D-Income Tax Planning
CEs: Attend the live program for at least 50 minutes to obtain the NAPFA CE and CFP® CE. To earn NASBA CPE, make note of the three codes that will be pasted in the Zoom Chat, then return to this course to complete the NASBA quiz component.
Couse Description
This webinar will cover the financial planning considerations for equity compensation when working with clients. Whether your clients work at private companies with ISOs or public companies with RSUs, this webinar will touch on how to navigate the complex waters of equity with practical anecdotes drawn from experience helping hundreds of clients with their equity in up and down markets.
Learning Objectives
  1. Understand planning considerations for common types of equity comp at private companies.
  2. Learn planning considerations for common types of equity comp at public companies.
  3. Determine how tax considerations impact strategies for equity compensation planning.
John Owens, CFP®, EA, ECA, CPWA® 

John Owens CFP®, EA, ECA, CPWA® is the Director of Financial Planning and Chief Compliance Officer at Brooklyn Fi, a fee-only wealth management and tax firm based in Brooklyn, NY. Brooklyn Fi helps tech professionals and creative entrepreneurs achieve financial independence. Owens resides in Lancaster, PA.

Availability: No future session
Expires on 12/30/2023
Cost: Member: $39.00
Non-Member: $59.00
Credit Offered:
1 NAPFA CE Credit
1 CFP® CE Credit
1 EA CE Credit
1 NASBA CPE Credit
Contains: 2 Courses
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