Tax Returns With Equity Comp & Stock Sales: Prevent Mistakes & Avoid Overpaying Taxes

myStockOptions.com

The 2026 tax season brings abundant risks for expensive mistakes with tax returns involving stock compensation, including the accidental double-reporting of income and errors involving the cost basis of stock sales. Tax provisions under the "One Big Beautiful Bill" Act, modifications in IRS forms, and ongoing developments at the IRS require you to remain as meticulous as ever.

With actionable takeaways and peer-led insights, our webinar on tax returns involving equity comp will sharpen your knowledge of the reporting for stock options, restricted stock/RSUs, ESPPs, LLC profits interests, and sales of company shares. Plus, learn from presenter case studies how to use info on tax returns to create better financial plans and save taxes for clients.

The webinar features a panel of three experienced tax experts (two CPAs and an Enrolled Agent). They will explain how to avoid common mistakes that can lead to tax overpayments or unwanted IRS attention. This 100-minute event will be moderated by Bruce Brumberg (JD), editor-in-chief and co-founder of myStockOptions and a Forbes.com contributor. Watch live or on demand.

"The knowledge I gained from myStockOptions both as a premium member and from your webinars has made me stand out at work."
—Vincent Leonardo (EA), Tax Analyst, Intuit

TOPICS COVERED

• Changes in reporting that apply to stock comp (and shifts in IRS focus under President Trump) that require you to remain as careful as ever with tax returns
• Errors to avoid in cost-basis reporting for stock sales that lead to overpaying capital gains tax
• Key points for reporting income and stock sales on IRS Form 1040, Form 8949, and Schedule D
• Tax returns for mobile and remote employees: reporting challenges and approaches
• Special issues with wash sales and reporting mistakes, including tax overpayment
• LLC profits interests: tax-return reporting and complexities.
• Avoiding double-counting of W-2 income from options, restricted stock/RSUs, and dividends
• Blunders to avoid on tax returns with ISOs when the AMT is triggered or after a disqualifying disposition
• Ensuring any AMT credit from past ISO exercises is used (and what to do if it isn't)
• Preventing inaccurate calculation of ESPP income
• How to avoid painful mistakes on tax returns with sell-to-cover exercises and RSU share withholding
• Proper share identification for sales to reduce capital gains
• Checklist for reviewing tax returns involving equity comp and stock sales before filing
• Tips for best ways to handle extensions and estimated taxes
• Using information on tax returns to prepare better financial plans

PANELISTS

• Stephanie Bucko (CPA, CFA®), CIO & Co-Founder, Mana Financial Life Design
• Dan B. Hodgin (CPA), Owner, Silicon Valley Tax Group
• Josh Radman (CFP®, EA), Founder, Presidio Advisors
• moderator: Bruce Brumberg (JD), Editor-in-Chief and Co-Founder, myStockOptions

More Information, How to Register