This webinar (held live on Feb. 14, 2024) is available on demand. For immediate streaming access to the recording, please register on this page. The detailed webinar slide deck and the webinar handouts are available for download from the recording player. Registered viewers can also obtain those materials by contacting us (editors@mystockoptions.com).

● To get the 2.0 CE credits for CFPs available with this webinar, please let us know when you have watched it and send us your CFP ID number.

● The webinar also offers 2.0 CE credits for CEP/ECA and CPWA/CIMA (both self-reported) and 1.5 for CFA (self-determined and self-reported).

For other on-demand webinars offering CE credits, see the myStockOptions Webinar Channel. There you can also find information on our upcoming live webinars, which in addition offer CPE and EA continuing education credits.

"A terrific webinar and I learned a lot."
—Emilie R. Goldman (CFA, CFP®), Tamarind Financial Planning

OVERVIEW
The 2024 tax season brings extensive risk for costly mistakes with tax returns involving stock compensation, including cost-basis reporting for stock sales. The uneven and volatile markets of the past year, economic uncertainty, and growing IRS audit resources make the need for expert tax guidance more important than ever.

With actionable takeaways and peer-led insights, our webinar on tax-return topics for stock comp will sharpen your knowledge of the reporting for stock options, restricted stock/RSUs, ESPPs, and sales of company shares.

A panel of three experienced tax experts (two CPAs and an Enrolled Agent) will explain how to avoid common mistakes that can lead to tax overpayments or unwanted IRS attention. Plus, get special insights from case studies on how to use information in tax returns to create better financial plans.

This 100-minute event will be moderated by Bruce Brumberg (JD), editor-in-chief and co-founder of myStockOptions and a Forbes.com contributor.

"Very informative as we navigate tax planning with our clients."
—CFP® at a major firm in CA

TOPICS COVERED
● Changes in tax-return reporting that apply to stock comp
● Errors to avoid in cost-basis reporting that can lead to overpaying capital gains tax
● Key points for reporting income and stock sales on IRS Form 1040, Form 8949, and Schedule D
● Mobile and remote employees: tax-return reporting challenges and approaches
● Special issues with wash sales to avoid reporting mistakes and tax overpayment
● Avoiding double-counting of W-2 income from options, restricted stock/RSUs, and dividends
● Blunders to avoid in ISO tax-return reporting after a disqualifying disposition or when the AMT is triggered
● Ensuring any AMT credit from past ISO exercises is used (and what to do if it isn't)
● Preventing inaccurate calculation of ESPP income
● Preventing painful tax-return mistakes 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 & stock sales before filing
● Tips for best ways to handle extensions and estimated taxes
● Using information on the tax return to prepare better financial plans
● How the increased number of IRS agents can impact your approach to tax-return reporting and dealing with certain clients

PANELISTS
● Stephanie Bucko (CPA, CFA®), CIO & Co-Founder, Mana Financial Life Design
● Daniel Zajac (CFP®, EA), Managing Partner, Zajac Group
● Dan B. Hodgin (CPA), Owner, Silicon Valley Tax Group
● Bruce Brumberg, JD (moderator), Editor-in-Chief and Co-Founder, myStockOptions

Detailed introductions to the panelists are below.

"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

TIME/DATE CONFLICT? 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 2.0 CE credit hours for:
● Certified Financial Planners (CFP)
● CPWA/CIMA professionals
● Certified Equity Professionals (CEP) and Equity Compensation Associates (ECA)
● Enrolled Agents (EA)
● CPE for CPAs

CE credits for CFP, CPWA/CIMA, CEP, and ECA 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