The taxation of stock options, restricted stock/RSUs, and employee stock purchase plans (ESPPs) can be complex and confusing, even more so during tax season. Often employees, executives, and their advisors have tax reporting questions about the information on their W-2, what information should appear on their 1040, or how to make sense of Schedule D reporting for company stock sales.

In this FREE session, Bruce Brumberg of myStockOptions.com will provide valuable information on:
• The most common questions asked and costly mistakes made by employees
• Pitfalls that may cause unwanted IRS attention
• Tax law changes recently adopted and proposed that can apply to stock compensation
• Independent resources available to help you and your plan participants

 

Don’t miss this opportunity to prepare for questions you may be asked and situations you may face this tax season.