UPCOMING EVENTS

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PREVIOUS EVENTS

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What Tax Professionals Need to Know About Executive Compensation

Wednesday, May 17, 2017 at 6:30 PM - 9:30 PM PDT

Dublin Holiday Inn, 6680 Regional Street, Dublin, CA 94568

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Do your clients receive stock options and/or restricted stock from their employer? Do they have access to an executive deferred compensation plan? If so, you will want to attend this session and learn about how to manage them optimally in order to maximize the benefits and minimize their taxes.

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Are You Maximizing Your Executive Compensation?​

Wednesday, October 11, 2017 at 7 PM - 8:30 PM PDT

Lafayette Community Center, 500 St Marys Rd, Lafayette, California 94549

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Don’t leave money on the table! Learn how to best utilize your executive deferred compensation plan, optimize your stock options, and manage the tax burden of restricted stock vestings.