Return to Events

Los Angeles: February 2019 Tax Webinar

February 28, 2019

11:00am - 12:00pm Pacific Time


Event Contact

Joanne Wendler or Jeff Peak
626-470-2514
losangeles@naspp.com
 
Tax Return Reporting Webinar with Bruce Brumberg, founder of of myStockOptions.com and myNQDC.com. 1 hour of CEP credit available to participants.

Speaker Information

Description: Tax-return reporting has significantly changed for the 2019 tax-return season. While the IRS condensed Form 1040 to just 23 lines (previously 73 lines), it also created an additional six new schedules, including those that apply to capital gains and AMT reporting. Therefore this tax season has more potential than ever for employee confusion, uncertainty, and expensive mistakes in completing IRS forms and following requirements, including cost basis reporting for stock sales.
 
The webinar will help you review the 2019 tax filings and improve communications with your employees to help them prevent mistakes in reporting 2018 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, including capital gains and AMT reporting rules.
·         Key points to communicate with employees
·         Resources available, including the Tax Center on myStockOptions.com, and stock brokerages.

Event Details

REGISTER HERE -->  https://event.on24.com/wcc/r/1927550/6C8508FA93969BACCADF183A58DB4783

Tax-return reporting has significantly changed for the 2019 tax-return season. While the IRS condensed Form 1040 to just 23 lines (previously 73 lines), it also created an additional six new schedules, including those that apply to capital gains and AMT reporting. Therefore this tax season has more potential than ever for employee confusion, uncertainty, and expensive mistakes in completing IRS forms and following requirements, including cost basis reporting for stock sales.

The webinar will help you review the 2018 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, including new rule for reporting capital gains and AMT.

·         Key points to communicate with employees

·         Resources available, including the Tax Center on myStockOptions.com, and others

Joint webcast with San Fernando Valley, Orange County and Phoenix, AZ chapters.  Content by Bruce Brumberg, and webcast hosted by Schwab.

Please RSVP to LosAngeles@naspp.com and be sure to register at the link above.  Thank you!

Related Events

July 24, 2019

Los Angeles Chapter Luncheon, Wednesday, July 24, 2019

July 24, 2019 11:30am - 1:00pm

Issuer host TBA (Santa Monica, CA)

Marlene Zobayan on Surviving Global Equity Compliance

 

About Us

The National Association of Stock Plan Professionals is the largest and oldest professional association for the stock and executive compensation community, with over two decades of leadership providing expert resources, education and other benefits for our more than 6,000 members across 32 affiliated chapters.

NASPP

P.O. Box 21639 Concord, CA 94521-0639 Telephone: (925) 685-9271 Fax: (925) 930-9284

©NASPP 2017, All Rights Reserved.