WEBINAR
Wednesday, May 21, 2025
2:00pm to 3:15pm ET, 11:00am to 12:15pm PT
1.5 CE credits for CFP, CPE (live only), CPWA/CIMA, CEP/ECA, CFA
1.0 CE credit for EA (live only)
Watch live or on demand

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

"myStockOptions is my first go-to source for in-depth dives and unparalleled education." —Olga Mavrody, CPA

CAN'T MAKE THE LIVE WEBINAR? NO PROBLEM
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.

CE CREDITS
The live webinar will offer 1.0 CE credit for Enrolled Agents (EA) and 1.5 CE credit hours for:
● Certified Financial Planners (CFPs)
● CPE for CPAs
● CPWA/CIMA professionals
● Certified Equity Professionals (CEPs)
● Equity Compensation Associates (ECAs)
● CFAs (self-determined)

CE credits for CFP, CPWA/CIMA, CEP/ECA, and CFA will also be available via the webinar recording. EA and CPE credits are available only via the live webinar.

CPE Program level: Intermediate
CPE Prerequisite: Knowledge of stock compensation basics
CPE Advanced Prep: None
CPE Delivery Method: Group Internet-Based (webinar)
CPE Field Of Study: Taxes – Technical

myStockOptions.com is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org

Questions? For further information, including administrative policies such as complaints and refunds, please contact the myStockOptions team at webinars@mystockoptions.com or 617-734-1979