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Employee Mistakes & Questions You'll Be Asked for 2020 Personal Tax Return Filings - Be Prepared!

March 04, 2021

9:00 - 10:00 am CST

This is a Joint Midwest Region Webinar March 4, 2021 From 9:00 - 10:00 am CST

Speaker Information

Bruce Brumberg, Esq.
Editor-in-Chief and Co-Founder and,

Seaker Bio:
Bruce Brumberg
Bruce Brumberg has devoted most of his professional career to making complex legal and tax concepts understandable to people who do not enjoy reading the securities laws or the Internal Revenue Code. He is editor-in-chief and co-founder of, 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 featured as one of the 10 Best HR Products. Bruce is past President of the Boston NASPP chapter, on the NASPP Advisory Board, and contributor to the Stock Plan Advisor.  Bruce is a regular contributor to and produced the widely used “Think Twice” insider trading prevention videos ( He graduated from the University of Michigan and University of Virginia School of Law.


Event Details

Register Today!

Tax-return reporting has changed yet again for the 2021 tax season, including the way employees report capital gains from stock sales, the alternative minimum tax (AMT), estimated taxes, and stimulus checks payments.

Therefor 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 2020 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 from the editor-in-chief of about:

  • Tax law changes that could apply to stock compensation
  • 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
  • Key points to communicate with employees
  • Resources available, including the Tax Center on myStockOptions and from various stock plan providers

CEP credit will be offered.


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