Employee Mistakes & Questions You'll Be Asked for 2024 Personal Tax Return Season Filings - Be Prepared!
Tax-return reporting has changed yet again for the 2024 tax season in ways that can impact stock compensation and company stock sale 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 uneven and volatile markets of the past year, economic uncertainty, and growing IRS audit resources make the need for expert tax guidance more important than ever.
The webinar will help you review the tax filings and improve communications with your employees to help them prevent mistakes in equity compensation and stock sale tax return reporting. By attending this webinar session, you will learn directly from the editor-in-chief of myStockOptions.com 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
- Trusted resources available, including the Tax Center on myStockOptions and from various stock plan providers.
CEP credit will be offered.
Featured Speaker:
Bruce Brumberg, Esq.
Editor-in-Chief and Co-Founder
myStockOptions.com and myNQDC.com,
Speaker Bio:
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 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 content in this award-winning online resource center has received a patent, been featured in publications ranging from the San Francisco Chronicle to Money magazine, and is licensed by stock plan providers and companies of all sizes. Human Resource Executive magazine featured myStockOptions.com 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 Forbes.com and produced the widely used “Think Twice” insider trading prevention videos (www.insidertradingvideos.com). He graduated from the University of Michigan and University of Virginia School of Law.