Topics covered include:

• 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) 
• Concentrated RSU position diversification strategy 
• 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

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