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

Featured Jobs

Retirement Plan Consultant / Relationship Manager

Associated Pension Consultants
(Chico CA / Sacramento CA)

Associated Pension Consultants logo

Retirement Plan Administrator

My Benefits, LLC
(Telecommute / Daphne AL / Atlantic Beach FL)

My Benefits, LLC logo

401(k) Consultant

TPS Group
(Telecommute / North Haven CT)

TPS Group logo

DC Retirement Plan Administrator

The Nolan Company
(Telecommute / Overland Park KS)

The Nolan Company logo

Product Support Consultant part of Wolters Kluwer Legal & Regulatory
(Telecommute) part of Wolters Kluwer Legal & Regulatory logo

Employee Benefits/Health and Welfare Attorney

Miller Johnson
(Telecommute / Grand Rapids MI / Kalamazoo MI / Detroit MI)

Miller Johnson logo

DB Retirement Plan Administrator

The Nolan Company
(Telecommute / Overland Park KS)

The Nolan Company logo

DB/DC Administrator

Primark Benefits
(Telecommute / Burlingame CA)

Primark Benefits logo

Retirement Plan Administrator

Premier Plan Consultants
(Telecommute / San Diego CA)

Premier Plan Consultants logo

Retirement Plan Administrator

RSW & Associates
(CT / NJ / NY)

RSW & Associates logo

Retirement Plan Administrator

Bates & Company
(Telecommute / Winter Park FL)

Bates & Company logo

401(k) Implementation Manager

Human Interest
(Telecommute / San Francisco CA)

Human Interest logo

Director of Finance

NYCDC of Carpenters Benefit Funds
(New York NY)

Defined Benefit Retirement Plan Administrator

Benefit Associates, Inc.
(Telecommute / Huntington Beach CA)

Benefit Associates, Inc. logo

Director of 401(k) Implementation, Core

Human Interest
(Telecommute / Mill Valley CA)

Human Interest 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 Webcasts and Conferences

Preventing Tax-Return Errors for Stock Comp and Stock Sales

Mar. 11, 2021
Recorded Online

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 contributor.

• 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, Inc.