When

Tuesday, August 9, 2022 from 3:00 PM to 4:30 PM PDT
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Where

San Francisco Italian Athletic Club 
1630 Stockton Street
San Francisco, CA 94133
 

 
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Contact

Holly Wilkerson 
Executive Director
FPA of San Francisco 
9630 Bruceville Road, #106-149
Elk Grove, CA 95757
Phone (877) 260-3218
Email 
info@fpasf.org 
Website www.fpasf.org

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  IN PERSON CHAPTER MEETING

Tuesday, August 9, 2022
 

Title:

Equity Compensation in Tumultuous Times 

Speaker(s):
Meredith Johnson, CPA, CFP
BPM


Thank You to Our Meeting Strategic Partner!

 

Program Description:
Stock market volatility and longer waits for liquidity provide a new set of complexities for clients with concentrated positions in their employer's stock. In this session, we will examine case studies of the challenges posed by restricted stock and stock options when price fluctuations lead to adverse tax consequences. Additionally, we will discuss opportunities for reducing out of pocket cash when exercising illiquid stock. Finally, we will discuss planning with QSBS, including case studies and equity compensation residency considerations.

*This topic has been approved by the CFP Board for 1.0 hour of CE credit. 

Speaker(s):
Meredith Johnson, CPA, CFP
BPM

Meredith has deep experience in not only accounting, but financial planning and analysis, project management and business development. She works with clients based on a holistic approach to taxation, in the areas of estate planning, equity-based compensation, and business succession particularly. Meredith excels in coordinating the needs of diverse stakeholders, managing multi-stage projects and synthesizing complex data. Her specialties include Financial Planning, Tax Planning and Compliance, Project Management, Business Strategy, Financial Modeling and Analysis, Employee Training and Development and Public Policy Analysis and Advocacy.

Agenda:
3:00 - 3:30 pm - Networking, Chapter Announcements & Strategic Partner Acknowledgements
3:30 – 4:25 pm – Speaker's Presentation
4:25 - 4:30 pm – Final Comments
4:30 pm - Program Closes