Presenter: Bruce Brumberg, Editor-in-Chief and Co-Founder, myStockOptions.com
Description: This tax season will continue to bring confusion, uncertainty, and expensive mistakes in IRS forms and requirements, including cost basis reporting. The webinar will help you review the 2017 tax filings and improve communications with your employees to help them prevent mistakes in reporting stock sales from equity compensation. By attending this webinar session, you will learn about:
· The most common questions asked by employees
· Costly mistakes made by employees related to tax return reporting of stock compensation
· Pitfalls that may cause unwanted IRS attention
· Tax law changes that apply to stock compensation
· Key points to communicate with employees
· Resources available, including the Tax Center on myStockOptions.com and from various stock plan providers.
Webinar Presenter Bio: Bruce Brumberg
Bruce has devoted most of his professional career to making complex legal and tax concepts understandable to people who do not enjoy reading the Internal Revenue Code or the securities laws. He is editor-in-chief and co-founder of www.myStockOptions.com, the premier provider of web-based educational content and tools on stock options, ESPPs, restricted stock/RSUs, performance shares, and SARs. This award-winning online resource center has received a patent and been featured in publications ranging from the San Francisco Chronicle to Money magazine. Human Resource Executive magazine selected myStockOptions.com as one of the 10 Best HR Products of the Year. CPA Wealth Provider magazine has selected myStockOptions.com Pro as one of the best products for financial advisors.
The engaging content and tools on www.myStockOptions.com are used by both professionals (stock plan admin, HR, financial planning, lawyers, CPAs) and stock plan participants! The site’s Tax Center is a life saver for many plan participants and stock plan professionals. Many major stock plan service providers and companies license content from myStockOptions.com for their participant websites to improve their stock plan education and communications. The public site also has a Learning Center that offers courses with CE credits for CEPs and CFPs.
Bruce is past President of the Boston NASPP chapter, on the NASPP Advisory Board, and contributor to the Stock Plan Advisor. Bruce also produced the popular "Think Twice" insider trading prevention videos (www.insidertradingvideos.com). Recently he started a new site on nonqualified deferred compensation at www.myNQDC.com. He is involved with another web venture at www.SocialSecuritySolutions.com that helps advisors and individuals make smarter decisions on when to take Social Security. Bruce graduated from the University of Michigan and University of Virginia School of Law.