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Self-paced curriculum that moves past definitions and into decisions. Courses qualify for CE credit.
Stock options, RSUs, restricted stock, deferred comp, and ESPPs — the key features, taxation, and planning considerations behind every award type.
$59 · View course1 CE creditsRead proxy statements and Form 4 filings before your initial meeting, plus what to request in advance and a ready-to-use meeting agenda.
$59 · View course1 CE creditsGrant agreement terms that matter, what termination actually triggers, and the real differences between advising private versus public company executives.
$59 · View course1 CE creditsA month-by-month calendar for executive clients — blackout windows, option expirations, RSU vesting, 83(b) elections, tax deadlines, and year-end planning.
$59 · View course1 CE creditsFrom arrival to exit, severance, retirement, or the next offer — advise executives confidently through the transitions that matter most.
$59 · View course1 CE creditsWhat Rule 10b5-1 actually requires, how to spot a plan that may not hold up, and how to advise executives before they trade.
$59 · View course1 CE creditsEstablish the client's overall wealth and goals, measure concentration, and build the plan — whether to sell or hold, execute a 10b5-1 plan, employ an exchange fund, or transfer to trust vehicles.
$59 · View course1 CE creditsWho qualifies for qualified small business stock treatment, how the $10 million or 10x basis cap works, the expanded $15 million tier, and the planning moves that preserve or multiply the exclusion.
$59 · View courseJoin advisors who get equity comp planning insights, deadline reminders, and the downloadable Equity Playbook.
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