Subscribe Now!
Free Daily News, Jobs, Webcasts, Discussions
Post and Distribute
Your Jobs
ARPA News
ARPA Webcasts

Featured Jobs

Retirement Plan Consultant

Definiti
(Telecommute / The Woodlands TX)

Definiti logo

Sales Support Specialist - Pensions & Benefit Solutions Consultant

ftwilliam.com / Wolters Kluwer
(Telecommute / IL)

ftwilliam.com / Wolters Kluwer logo

Defined Contribution Plan Administrator

West Coast TPA Firm
(Telecommute)

Distributions Analyst

Loren D. Stark Company (LDSCO)
(Telecommute / Houston TX)

Loren D. Stark Company (LDSCO) logo

Defined Benefit Pension Consultant

The Ryding Company
(Telecommute / Westlake Village CA)

The Ryding Company logo

Retirement Plan Administration Consultant

TSC
(Minneapolis MN)

TSC logo

Employee Benefits H & W Compliance Consultant

Benefit Comply, LLC
(Telecommute)

Benefit Comply, LLC logo

Defined Benefit Pension Administrator

Actuaries Unlimited, Inc.
(Telecommute)

Actuaries Unlimited, Inc. logo

Retirement Plan Administrator

Premier Plan Consultants
(Telecommute / San Diego CA)

Premier Plan Consultants logo

Retirement Plan Administrator

Bates & Company
(Telecommute / Winter Park FL)

Bates & Company logo

DB/CB Client Manager

CMC Pension Professionals
(Telecommute / Glendale CA)

CMC Pension Professionals logo

Employee Benefit Plan Auditor

Cassell Plan Audits
(Telecommute / Saint Charles IL)

Cassell Plan Audits logo

Consulting Actuary - Mid-Size Plan Market

Definiti
(Telecommute / The Woodlands TX)

Definiti logo

Client Manager / DC Consultant

CMC Pension Professionals
(Telecommute / Glendale CA)

CMC Pension Professionals logo

Retirement Plan Relationship Manager

ERISA Services, Inc.
(Telecommute)

ERISA Services, Inc. logo

Free Newsletters

“BenefitsLink continues to be the most valuable resource we have at the firm.”

-- An attorney subscriber

Mobile App image LinkedIn icon
Twitter icon
Facebook icon
Webcasts  >  Upcoming   |   Recorded
Conferences  >  Upcoming   |   Grouped by Location
Combined  >  Upcoming   |   Recorded or Upcoming

View More myStockOptions.com Webcasts and Conferences

Preventing Tax-Return Errors for Stock Comp and Stock Sales

myStockOptions.com

Mar. 11, 2021
Recorded Online
Webcast

Tax-return reporting has changed yet again for the 2021 tax season, including for capital gains, alternative minimum tax (AMT), and estimated taxes. This tax season brings more risk than ever for expensive mistakes with tax returns involving stock compensation, including cost-basis reporting for stock sales.

Join us on March 11 (2:00pm–3:15pm ET, 11:00am–12:15pm PT) for a lively educational webinar on tax-return topics for stock comp. Understand the rules of tax-return reporting for stock options, restricted stock/RSUs, ESPPs, and sales of company shares. Learn how to avoid the common mistakes that can lead to overpaying taxes or unwanted IRS attention.

This webinar is presented in 75 fast-paced minutes by Bruce Brumberg, Esq., editor-in-chief and co-founder of myStockOptions and a Forbes.com contributor.

TOPICS INCLUDE
• Review of tax treatment for equity comp
• Changes in tax-return reporting that apply to stock comp
• Errors with cost-basis reporting that can lead to overpaying capital gains tax
• Key forms needed to report income and stock sales on IRS Form 1040, Form 8949, and Schedule D
• Avoiding double-counting of W-2 income from options, restricted stock/RSUs, and dividends
• Ensuring AMT from ISO exercises is reported and what to do if it isn’t
• Preventing inaccurate calculation of ESPP income
• Checklist for reviewing your tax return before filing

More Information, How to Register

© 2021 BenefitsLink.com, Inc.