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  • Berkeley Global

Stock Compensation and the Management of Concentration Risks and Opportunities

BUS ADM X429.5

54067912
Delivery Options Online
Stock-based compensation is often the most valuable part of a client’s compensation package, especially in the Bay Area. And yet, due to complex plan structures, special tax law exposures, corporate and regulatory restrictions, and the psychological commitments many clients have, optimizing the management of these wealth-building devices is especially difficult. As a result, skilled advisors can help clients navigate this maze to create exceptional professional service opportunities. Learn how to maximize the value of your clients’ stock-based compensation plan, manage concentration risk or pursue concentration opportunities, minimize taxes, and deploy stock-based strategies for charitable giving, family wealth transfer and company succession plans. Gain confidence managing restricted stock units (RSUs), employee stock purchase plans (ESPPs), incentive stock options (ISOs), non-qualified stock options (NQSOs), net unrealized appreciation (NUA) and alternative minimum tax (AMT).
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Sections

Section 003

Jul 01, 2021 to Jul 29, 2021 Live Online

Course Fee(s)

Course Fee credit (1 units)

$875.00

Type Live Online

Access classroom-style interactive learning from anywhere in the world in this live, synchronous format. Attend scheduled online sessions with your instructor and classmates in addition to completing your coursework.

Live Online format allows you to take classes from anywhere with an internet connection. Classroom sections will be taught in this format through Summer 2021. Learn more about the Live Online format.

You must have a Zoom account to participate.

Many schools are now accepting transfer credit for online coursework, including health and sciences programs. Check with your institution before enrolling.

Days

Th

Time

6:00PM to 9:00PM Pacific Time

Dates

Jul 01, 2021 to Jul 29, 2021

Schedule and Location

View Details

Instructional Hours

15.0

Delivery Options

Online

Available for Credit

1 semester units

Section Notes

Stock Compensation and the Management of Concentration Risks and Opportunities is eligible for 15 hours of Continuing Education Credit.

Section Materials

  • (Mandatory) Managing Concentrated Stock Wealth by Tim Kochis, Michael J. Lewis © 2016 Bloomberg 2nd edition ISBN 9781119131588
  • (Mandatory) Consider Your Options: Get the Most from Your Equity Compensation by Kaye A Thomas © 2019 9th edition ISBN 9781938797095

This course applies to the following programs:

Certificate Program in Personal Financial Planning

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Required Courses

  • Survey of Personal Financial Planning
  • Income Taxes and Personal Financial Planning
  • Investments in Personal Financial Planning: General Principles and Methods
  • Behavioral Finance
  • Insurance in Personal Financial Planning
  • Employment Benefits and Retirement Planning
  • Estate Planning
  • Personal Financial Planning Capstone

Electives

  • Stock Compensation and the Management of Concentration Risks and Opportunities
  • Real Estate Investments for Financial Planners
  • Retirement Income Planning
  • Taxation for Corporations and Other Flow-Through Entities

Learn More About this Program

English Language Proficiency Requirements

All of our courses are taught in English. For you to be successful, you should be able to demonstrate your English proficiency by speaking at the following testing levels:

  • TOEFL: 90
  • IELTS Academic Format: 7
  • DAAD: C1
  • TEM-4 or TEM-8: Level 70
  • iBT Special Home Edition and myBest scores are accepted. Scores must be from the past two years.
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BUS ADM X429.5 - 003 - Stock Compensation and the Management of Concentration Risks and Opportunities

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