Bruce Brumberg, Editor-in-Chief and Co-Founder of myStockOptions.com joins us to cover a range of issues and year-end planning topics that impact employees and executives with stock compensation.
By watching this session you will understand:
- What's new for year-end 2019 and year-beginning 2020, including the continued impact of the tax reform and the uncertainty caused by the 2020 election
- What's new on the revised 1040 tax form and potential confusion it presents for employees
- What and how to communicate and educate your employees and executives
- How to accommodate planning for tax rates and the Medicare surtax on stock sales
- Important dates and tax rules applicable to gifts and donations of company stock
- Various tax rules that confuse employees: netting of different types of income; the wash sale rule; Performance shares: payout dates
- Statements employees should expect early in 2020
- Preparing employees for the 1099-B for stock sales and cost basis reporting
- Other common situations, issues, and questions from stock plan participants at year-end
Looking for more employee plan topics?
Check out our All Things ESPP webinar series at www.computershare.com/allthingsespp.
Check out our All Things Equity Plans webinar series at www.computershare.com/allthingsequityplans.
Presenters:
Bruce Brumberg
Editor-in-Chief and Co-Founder, myStockOptions.com