Broker Check
30 Aug
Preventing Tax-Return Errors With Stock Comp And Stock Sales


• Common tax-return mistakes for RSU and stock option holders
• Avoiding double-counting of W-2 income from options, restricted stock/RSUs, and dividends
• Blunders to avoid in ISO tax-return reporting after a disqualifying disposition or when the AMT is triggered
• Ensuring any AMT credit from past ISO exercises is used (and what to do if it isn't)
• Tax return review case study
• Preventing painful tax-return mistakes with sell-to-cover exercises and RSU share withholding
• Tips for best ways to handle extensions and estimated taxes
• Stock compensation valuation, risk, and opportunity cost analysis
• Tax optimization strategies

Date and Time

Wed, Aug 30, 2023

3:00p - 4:00p EST


Zoom Webinar


Event Registration