2^nd Annual NASPP Webcast on Tax Reporting

Find out what, where, and when stock compensation needs to be reported for tax purposes.

Tuesday, December 9, 2008

4:00 – 6:00 PM Eastern [archive and transcript to follow]

Webcast Materials

As evidenced by the flurry of questions posted in the NASPP Q&A Discussion Forum, year-end tax reporting is an area of complexity and confusion for our members. To address this, we are pleased to announce the second of our annual series of webcasts on year-end tax reporting. This webcast will cover everything you need to know to fulfill U.S. tax reporting requirements for all forms of stock compensation, including what goes where on the Form W-2, when to use a Form 1099, and other important considerations.

Featured Panelists:

• Barbara Baksa, Executive Director, NASPP
• Robyn Shutak, Education Director, NASPP

Among other topics, this program will cover:

• Detailed instructions for reporting income from stock compensation on Form W-2.
• Special reporting requirements that apply in out-of-the-ordinary situations, such as termination of employment, death, and divorce.
• Reporting stock compensation on Form 1099-MISC for non-employees.
• Tracking ISO and ESPP disqualifying and qualifying dispositions and Section 6039 reporting requirements.
• How to use Form W-2 and Form 1099-B to report stock sales on Schedule D of the Form 1040.

How to access the webcast: Visit Naspp.com on the day of the program and click the link for the webcast. You need either Real Player or Windows Media to listen to the webcast. An audio archive and transcript of the webcast will be posted after the live program.

Cost: There is no charge for this program if you are a member of the NASPP. The cost for non-members is $595. Alternatively non-members can take advantage of our no-risk trial membership (starting at only $495) to access the program. You can sign up for this no-risk trial online, send us an email at naspp@naspp.com, or call us at (925) 685-9271.

Registration: Advanced registration is not required for NASPP members.  Non-members can email naspp@naspp.com or call (925) 685-9271 to register for the program.

If you can’t access the live program:  If you have a scheduling conflict or have problems accessing webcasts generally (due to firewalls, etc.), an audio archive will be posted immediately following the conclusion of the live program and a text transcript will be posted within two weeks.