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Stock Comp Tax Masterclass (Part 2): Advanced

Topic

Tax Planning

Program ID

336515

Hours

1.5

Format

Live / Live Webinar

Complexity

Advanced

Description

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.

Learning Objectives

● 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