Stock Comp Tax Masterclass, Part 2: Advanced

myStockOptions.com

This webinar is the 2nd of 3 webinars in the myStockOptions Stock Comp Tax Masterclass series. You can register for this webinar with the form on this page, or you can register for the full series as a bundle at a special price and earn a completion certificate.

OVERVIEW
This webinar on advanced stock compensation tax topics, with plentiful examples and infographics, will be given by Bruce Brumberg (JD), the editor-in-chief and co-founder of myStockOptions.com and a Forbes.com contributor. Bruce is a highly respected expert who presents these topics in a practical, memorable, and engaging way.

TOPICS COVERED, INCLUDING EXAMPLES AND INFOGRAPHICS

• Tax withholding: methods, choices, and avoiding confusion
• What to do when tax withholding rate used is too low
• Understanding Form W-2, Form 1099-NEC, and other IRS forms with stock comp income and withholding
• Private company/startup equity comp tax differences from public company
• Tax treatment for early-exercise 83(b) stock options, founders stock, double-trigger RSUs, QSBS, 409A valuations, and other key private company tax rules
• SEC rules impacting taxes for executives, including 10b5-1 plans and Section 16
• Interstate employee mobility and remote work tax complexities for equity comp
• Tax return reporting for stock compensation
• Cost basis challenges for accurately reporting sales of company stock
• Capital gains/loss complexities: tax loss harvesting; Identifying sold shares; wash sale risk and avoidance
• Tax treatment for donating and gifting
• Tax checklist for equity comp: key questions to ask and information/forms to gather

More Information, How to Register