Calendar of Upcoming Events for the BOSTON Chapter

Prior Events

Date and Time:3/3/2017 8:30-10:30am
Event:Boston NASPP Chapter March event
Topic:Take Return Reporting: What You Need to Know & Communicate to Employees with Bruce Brumberg, Editor-in-Chief and Co-Founder of
Location:TripAdvisor 400 1st Avenue Needham, MA 02494
Contact:Mike Albert
Contact Phone:617 960-7981

This tax season has more potential than ever for employee confusion, uncertainty, and expensive mistakes in completing IRS forms and following requirements, particularly on cost basis reporting. Changes in the past few years include the expansion of Form 1099-B, the revised Form 8949 and Schedule D, plus changes in cost basis reporting. The webinar will help you understand the rules and where employees and even tax professionals get confused. It will help you communicate with employees to help them prevent mistakes in reporting stock sales from equity compensation and other mishaps. By attending this webinar session, you will learn about:

• The 1099-B and its confusing aspects

• Reporting of stock sales on Form 8949 and revised Schedule D

• The most common questions asked and costly mistakes related to tax return reporting of stock compensation

• Pitfalls that may cause unwanted IRS attention for your employees and executives

• Tax law changes recently adopted that apply to stock compensation

• Key points to communicate with employees and resources to use

More Information:
Continuing Education Credits: 1 CEP (Taxation)