Stock Comp Taxation: The Essentials

myStockOptions.com

Stock options, restricted stock, restricted stock units (RSUs), and employee stock purchase plans (ESPPs) can create wealth but come with complicated tax rules. To maximize the gains from stock comp and company share sales, and to avoid costly mistakes leading to overpaid taxes or unwanted IRS attention, you must understand taxation throughout the process.

Join us for this webinar on stock comp tax essentials. Bruce Brumberg (JD), the myStockOptions editor-in-chief and a Forbes.com contributor, will give a lively crash course in the critical tax rules at key stages for all the major forms of stock compensation: from exercise, vesting, or purchase to the sale of the shares; from tax withholding to tax-return reporting.

TOPICS COVERED

• Taxes upon NQSO and ISO exercise, restricted stock/RSU vesting, ESPP purchase
• Tax withholding (and what to do if it's not enough)
• Calculation of the tax basis (cost basis) for stock acquired via equity comp
• Tax rules for incentive stock options (ISOs), including the alternative minimum tax (AMT)
• Calculating taxes at sale for stock received from equity comp and ESPPs
• Tax-return reporting, including how to interpret key forms (W-2, 1099-B, 3921 for ISOs, 3922 for ESPPs)
• Tax issues involving interstate employee mobility and remote work
• Tax differences between public companies and private/startup companies
• Wash sales and ways to avoid them
• Identifying shares to be sold to prevent tax mishaps
• Live Q&A

All registered attendees get unlimited streaming access to the webinar recording for their personal viewing, along with the detailed presentation slide deck and handouts. Therefore, even if you can't attend the live webinar, please still register, as you will receive access to the recording along with the presentation and handouts.

More Information, How to Register