OVERVIEW:

A recorded webinar conducted by Bill Summers, CPA, CFP, MST, on how to use StockOpter® Pro to help clients make tax and cash flow efficient decisions regarding their equity compensation .

AGENDA:

• Part 1: Features, output and file management
• Part 2: Case studies (diversification, targeting cash flow and ISO planning)
• Includes StockOpter® Pro workbooks

COST:

• $100 if purchased with software (free delivery via download)
• $200 if purchased separately
• $25 shipping and handling for a media CD

For users who previously attended a webinar training:

• $25.00 for delivery via download
• $50.00 shipping and handling for a media CD

TO ORDER CALL:

(541) 383-3899