Supercharging the Capabilities of World Class Professionals
COURSE
OFFERINGS
Our curated collection of courses is designed to help you expand your knowledge, sharpen your skills, and grow your business. We're committed to providing financial advisors and tax professionals with the tools, education, and community they need to do world class work for the modern worker.
Whether you’re leveraging the software or interested in a standalone course to level-up your knowledge, we’ve got you covered.
SELF-PACED CLASSES
Tax Services for Tech Clients
- Comprehensive coverage of equity compensation tax forms
- In-depth analysis of RSUs, ESPPs, ISOs, and NSOs
- Detailed breakdown of form data and implications
- Common pitfalls in tax return preparation
- Proactive planning strategies
- Techniques to streamline services and enhance client experience
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Equity Comp Master Class
- Everything you need to know about RSUs, ISOs, NSOs, and Restricted Stock. Including the ripple effects of decisions for each equity type both within a tax year and across tax years.
- Get risk-free repetitions with in-depth case studies to more efficiently and effectively serve clients with equity comp complexity.
- Develop frameworks for IPOs, Direct Listings, and Tender Offers for any mix of equity types across a range of client objectives.
Fundamentals of Federal Income Tax
- Invest in your professional development today and sharpen the skills that will set you apart as a top-tier practitioner.
- Stay ahead of the curve and differentiate yourself in a competitive market by mastering the nuances of federal income tax law.
Tax Services for Tech Clients
- Comprehensive coverage of equity compensation tax forms
- In-depth analysis of RSUs, ESPP, ISOs, and NSOs
- Detailed breakdown of form data and implications
- Common pitfalls in tax return preparation
- Proactive planning strategies
- Techniques to streamline services and enhance client experience
Cohort-Based Classes
coming in 2025
Equity CompENSATION
MASTER CLASS
Improve your value prop, hit Service-Market-Fit, and scale your RIA within the startup niche. (+18.5 CFP® CE hours)
Three new ECMC Cohorts coming in 2025: May, July, and September
Courses not for you?
Ready to access software to help you streamline equity comp analysis and model major life decisions like option exercise, job changes, and liquidity events with dynamic tax projections that identify tax under withholding at each iteration?
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