Bruce Brumberg

Contact Details


Bruce has devoted most of his professional career to making complex legal and tax concepts understandable to people who do not enjoy reading the Internal Revenue Code or the securities laws. He is editor-in-chief and co-founder of, the premier provider of web-based educational content and tools on stock options, ESPPs, restricted stock/RSUs, performance shares, and SARs. This award-winning online resource center has received a patent and been featured in publications ranging from the San Francisco Chronicle to Money magazine. Human Resource Executive magazine selected as one of the 10 Best HR Products of the Year. CPA Wealth Provider magazine has selected Pro as one of the best products for financial advisors.

The engaging content and tools on are used by both professionals (stock plan admin, HR, financial planning, lawyers, CPAs) and stock plan participants.! Many major stock plan service providers and companies license content from for their participant websites to improve their stock plan education and communications. The public site also has a Learning Center that offers courses with CE credits for CEPs and CFPs.

Bruce is past President of the Boston NASPP chapter, on the NASPP Advisory Board, and contributor to the Stock Plan Advisor. Bruce also produced the popular "Think Twice" insider trading prevention videos ( Recently he started a new site on nonqualified deferred compensation at He is involved with another web venture at that helps advisors and individuals make smarter decisions on when to take Social Security. Bruce graduated from the University of Michigan and University of Virginia School of Law.