Check back periodically for upcoming events


Strategies for Concentrated Positions in Company Stock
Wednesday, May 26, 2021, 11:00 AM - 12:40 PM PT

In this webinar, experts in managing concentrated stock holdings explained strategies and solutions to reduce risk, prevent loss of concentrated wealth, and meet financial goals.  Their insights included several compelling case studies, including one involving an IPO company. 

Missed this event live?  Click here to learn more and register for the recording.


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

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.

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

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. 


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