WEBINAR ENDED
WEBINAR DETAILS
  • About
    This class will introduce attendees to the complete 1099 from brokerage firms: dividends, interest, and stocks. There will be a discussion of basis and its importance when determining taxability. We will also discuss stepped up basis, and the transfer of stocks at time of death and as gifts.

    This webinar qualifies for 2 NASBA AND 2 IRS CE.
    7Q3WU-T00188-20-O

    Please note this class is part of a 5 webinar series. You can purchase the entire series for $199 using the link below:

    https://www.bigmarker.com/series/summer-2021-tax-series-with-/series_summit

    Tax Practice Pro also offers a monthly CE subscription which includes all our live webinars and on-demand replays for only $47 a month. You can purchase the subscription using the link below:

    https://mailchi.mp/taxpracticepro.com/ce-as-a-subscription

  • Agenda
    • Discussion of taxation of stocks
    • Discussion of basis, including stepped up basis in stock transfers, gifts, and death.
    • Discussion of Restricted Stock Options (those dreaded RSUs)
    • How to read and use a 1099B
  • Duration
    2 hours
  • Price
    $49.00
  • Language
    English
  • OPEN TO
    Anyone with the event link can attend
  • Dial-in available
    (listen only)
    Not available.
FEATURED PRESENTERS
  • Webinar hosting presenter

    Ellie Nava-Jones

    EA
    Meet Ellie Nava-Jones: Ellie is the pseudonym of a philosophical investigator on the run. While on the lam, she earned a MA in English and a Masters in Library Science in order to enhance her investigatory skills. She is an Enrolled Agent, one of...
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  • Webinar hosting presenter Fred Stein, CPA EA

    Fred Stein

    CPA, EA
    Fred is a CPA with 25 years of experience in the industry. Despite his advanced age, he manages to remain spritely. He enjoys windsurfing, mixed martial arts and macramé. Fred is an active member of PETA and enjoys a vegan lifestyle. Fred has been...
    Full Profile
  • 1685715417-0aa7d20643b25db1

    John Sheeley EA

    Founder
    Chester, New York based John Sheeley, EA began his career in the tax industry in 1987, passing the IRS special enrollment exam in 1995. His career includes 13 years as a multi-unit franchisee of a national tax firm and 5 years as a tax manager at...
    Full Profile
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