A free, 5-day live masterclass for tech professionals and executives seeking to navigate the complexities of equity compensation.

Demystify RSUs, ISOs, & NQSOs so you can make confident decisions.

Learn proven tax-minimization strategies before you exercise or sell.

Build a clear, actionable plan to integrate your equity into your long-term wealth goals. 

You consent to receive informational and promotional emails from McCarthy Tax Preparation, LLC, as well as from the companies of our featured speakers. We respect your privacy, and you can unsubscribe from these communications at any time by using the link provided in the emails.

Limited Spots Available | October 20-24, 2025

For many, equity compensation comes with a wave of uncertainty. You're holding a valuable asset, but crucial questions can feel overwhelming and paralyzing.

Are you worried about a massive, unexpected tax bill from your RSUs vesting?

Do you understand how exercising ISOs can trigger the Alternative Minimum Tax (AMT)?

Are you confident you have the right strategy for when to hold and when to sell your shares?

Leaving these questions unanswered is like leaving money on the table.

This isn't just another webinar. It's a live, interactive masterclass hosted by the equity tax specialists at McCarthy Tax Preparation. 

Over five days, we will walk you step-by-step through the essential knowledge you need to take control of your financial future. You will leave this masterclass with the confidence and a strategic framework to make your equity work for you.

John McCarthy, CPA

President of McCarthy Tax

Each day we'll tackle a critical component of your equity strategy in live, interactive sessions with industry experts.

Day 1: Top Five Mistakes to Avoid with Equity Compensation

Learn actionable strategies to sidestep the critical errors that can erode the value of your compensation and jeopardize your financial goals.

Samuel Deane

President, Rora Wealth

Day 2: Panel Discussion - The Importance of Tax and Financial Planning with Equity Compensation

Join our panel of financial advisors to learn the strategic frameworks for making smart sell-or-hold decisions with your equity, helping you build long-term wealth while avoiding costly mistakes.

Jane Yoo

Founder & CEO, Jane Financial

Chris Arnold

Founder & Lead Advisor, Refresh Wealth

Natalie Taylor

Founder & Advisor, The Goodland Group

Day 3: The Tech FIRE Blueprint: Turning Your RSUs into Early Retirement

Find out the steps taken to FIRE from big tech: from prioritizing across ESPPs/RSUs/Mega-Backdoors to understanding how much was "Enough" and what that means.

Andre Nader

Writer, Speaker, Educator @  FAANG FIRE

Day 4: Use Your RSUs to Build Wealth: A Framework for Creating Consistency While Reducing Risk

This session will provide a repeatable, rule-based system to help you move from feeling uncertain about your vested shares to consistently using them to build diversified, long-term wealth.

Eric Roberge

Founder, Beyond Your Hammock

Day 5: Equity Compensation & OBBBA (One Big Beautiful Bill Act)

An overview of the new tax law and the provisions that most impact taxpayers with equity compensation.

John McCarthy, CPA

President, McCarthy Tax Preparation

→ You receive RSUs, ISOs, or other equity as a significant part of your pay.

→ You want to create a long-term wealth strategy, not just a short-term tax plan.

→ You're preparing for a liquidity event like an IPO or acquisition.

Join hundreds of your peers and take the first step towards mastering your financial future. Registration is free, but spots are limited to ensure a high-quality interactive experience.

You consent to receive informational and promotional emails from McCarthy Tax Preparation, LLC, as well as from the companies of our featured speakers. We respect your privacy, and you can unsubscribe from these communications at any time by using the link provided in the emails.

Limited Spots Available | October 20-24, 2025

What if I can't attend all 5 sessions live?

No problem. As long as you register, you'll receive a link to the daily replays, available for a limited time after each session.

Is this really free? What's the catch?

Yes, this masterclass is 100% free. Our goal at McCarthy Tax Preparation is to empower individuals with accurate, actionable information. At the end of the week, we will briefly introduce Equity Collective Hub, our paid community for those who wish to continue their learning journey with ongoing support. There is absolutely no obligation to join. 

Who are the hosts?

This masterclass is led by John McCarthy, President of McCarthy Tax, along with a curated group of industry experts. Our firm specializes exclusively in the tax complexities of equity compensation for clients across the country. 

© 2025 McCarthy Tax Preparation. All Rights Reserved.

This masterclass is for educational purposes only and is not a substitute for personalized financial or tax advice.