Webinar on Year-End Planning & Education for Employees

Link for more details and registration at: https://landing.computershare.com/2018YearEndPlanningForStockPlanParticipants

On Wednesday December 12th I'm doing this webinar for Computershare on year-end tax and financial planning topics related to stock compensation. 

Topics that will be covered in this webinar with Bruce Brumberg, Editor/Co-Founder of myStockOptions.com:

• What's new for year-end 2018 and year-beginning 2019, particularly the impact of the tax reforms
• 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 2019
• 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

 

Edited Thu, Dec 6, 2018 8:59 AM

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