Broker Check
13 March
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 Incentive Stock Options (ISO) tax-return reporting after a disqualifying disposition or when the Alternative Minimum Tax (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, Mar 13, 2024

3:00p - 4:00p EST


Zoom webinar


Event Registration