Approved IAR CE Courses

Divorce becomes significantly more complex when stock options, restricted stock/RSUs, and company shares are involved. This webinar explains the key financial, tax, valuation, and settlement issues that arise when equity compensation and company stock are part of the marital estate.

Learn how to help clients navigate the challenges of dividing equity awards, valuing company stock, negotiating settlements, and protecting assets through prenuptial agreements. Advisors who understand these issues can provide valuable guidance during one of the most difficult financial and personal transitions in a client's life.

Presented by a leading divorce attorney/mediator and an experienced financial advisor, this webinar delivers practical strategies, actionable insights, and a detailed real-world case study covering the full timeline: from prenup planning through divorce settlements, alimony, child support, and post-divorce financial decisions. A live Q&A session follows the presentation.

Whether financial advisors are new to stock comp or want to sharpen their knowledge, this webinar will provide practical info and insights to maximize their success. All the essential topics below will be presented in 100 lively minutes by Bruce Brumberg (JD), the editor-in-chief and co-founder of myStockOptions.com and a Forbes.com contributor. Bruce is a respected expert on these topics with over 25 years of experience in stock comp education, communications, and training.

Topics covered:
● 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