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