This webinar (held live on Feb. 14, 2024) is available on demand. For immediate streaming access to the recording, please register on this page. The detailed webinar slide deck and the webinar handouts are available for download from the recording player. Registered viewers can also obtain those materials by contacting us (

● To get the 2.0 CE credits for CFPs available with this webinar, please let us know when you have watched it and send us your CFP ID number.

● The webinar also offers 2.0 CE credits for CEP/ECA and CPWA/CIMA (both self-reported) and 1.5 for CFA (self-determined and self-reported).

For other on-demand webinars offering CE credits, see the myStockOptions Webinar Channel. There you can also find information on our upcoming live webinars, which in addition offer CPE and EA continuing education credits.

"A terrific webinar and I learned a lot."
—Emilie R. Goldman (CFA, CFP®), Tamarind Financial Planning

The 2024 tax season brings extensive risk for costly mistakes with tax returns involving stock compensation, including cost-basis reporting for stock sales. The uneven and volatile markets of the past year, economic uncertainty, and growing IRS audit resources make the need for expert tax guidance more important than ever.

With actionable takeaways and peer-led insights, our webinar on tax-return topics for stock comp will sharpen your knowledge of the reporting for stock options, restricted stock/RSUs, ESPPs, and sales of company shares.

A panel of three experienced tax experts (two CPAs and an Enrolled Agent) will explain how to avoid common mistakes that can lead to tax overpayments or unwanted IRS attention. Plus, get special insights from case studies on how to use information in tax returns to create better financial plans.

This 100-minute event will be moderated by Bruce Brumberg (JD), editor-in-chief and co-founder of myStockOptions and a contributor.

"Very informative as we navigate tax planning with our clients."
—CFP® at a major firm in CA

● Changes in tax-return reporting that apply to stock comp
● Errors to avoid in cost-basis reporting that can lead to overpaying capital gains tax
● Key points for reporting income and stock sales on IRS Form 1040, Form 8949, and Schedule D
● Mobile and remote employees: tax-return reporting challenges and approaches
● Special issues with wash sales to avoid reporting mistakes and tax overpayment
● 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)
● Preventing inaccurate calculation of ESPP income
● Preventing painful tax-return mistakes with sell-to-cover exercises and RSU share withholding
● Proper share identification for sales to reduce capital gains
● Checklist for reviewing tax returns involving equity comp & stock sales before filing
● Tips for best ways to handle extensions and estimated taxes
● Using information on the tax return to prepare better financial plans
● How the increased number of IRS agents can impact your approach to tax-return reporting and dealing with certain clients

Stephanie Bucko (CPA, CFA®), CIO & Co-Founder, Mana Financial Life Design
Daniel Zajac (CFP®, EA), Managing Partner, Zajac Group
Dan B. Hodgin (CPA), Owner, Silicon Valley Tax Group
Bruce Brumberg, JD (moderator), Editor-in-Chief and Co-Founder, myStockOptions

Detailed introductions to the panelists are below.

"The knowledge I gained from myStockOptions both as a premium member and from your webinars has made me stand out at work."
—Vincent Leonardo (EA), Tax Analyst, Intuit

All registered attendees get unlimited streaming access to the webinar recording for their personal viewing, along with the detailed presentation slide deck and handouts. Therefore, even if you can't attend the live webinar, please still register, as you will receive access to the recording along with the presentation and handouts.

The live webinar will offer 2.0 CE credit hours for:
● Certified Financial Planners (CFP)
● CPWA/CIMA professionals
● Certified Equity Professionals (CEP) and Equity Compensation Associates (ECA)
● Enrolled Agents (EA)
● CPE for CPAs

CE credits for CFP, CPWA/CIMA, CEP, and ECA will also be available via the webinar recording. EA and CPE credits are available only via the live webinar.

CPE Program level: Intermediate
CPE Prerequisite: Knowledge of stock compensation basics
CPE Advanced Prep: None
CPE Delivery Method: Group Internet-Based (webinar)
CPE Field Of Study: Taxes – Technical is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:

Questions? For further information, including administrative policies such as complaints and refunds, please contact the myStockOptions team at or 617-734-1979

Details About the Webinar

About the Speakers

1706312932-4b90f08437aa27df Stephanie Bucko, CPA, CFA®
CIO & Co-Founder, Mana Financial Life Design

Stephanie is a Certified Public Accountant and Chartered Financial Analyst®. She graduated from Bucknell University with a BSBA in Accounting. Following her undergraduate education, she audited hedge funds in New York City with PricewaterhouseCoopers during the 2008 financial crisis and then joined Man Group, the world’s largest publicly traded hedge fund. At Man Group she served as a risk manager for six years, handling $15 billion in hedge funds. After years of serving banks, pensions and endowments, Stephanie became interested in bringing institutional quality services to a broader population. In 2018, Stephanie launched Mana with Cristina out of the recognition that investment management is only a small piece of the services that individuals truly need in a financial advisor. Since founding Mana, Stephanie has been recognized for her accomplishments within the industry by leading organizations such as Investopedia’s Top 100 Advisors of 2023. She is a regular contributor to, the financial advice industry’s premier site for equity compensation. When Stephanie isn't educating herself on the markets or building complex spreadsheets, you can find her outside. Her favorite days are spent on the ski slopes, riding horses and bird watching.

1706032411-d2f9ba6823505813 Dan B. Hodgin, CPA
Owner, Silicon Valley Tax Group

Dan started his career in the field of taxation at Mohler, Nixon, & Williams, LLC. There, under the tutelage of some of the most respected tax specialists in the Bay Area, he worked on thousands of tax returns for a variety of client types. As his career progressed, Dan became a specialist in the area of high-net worth individuals and his clients included some of the world's wealthiest people. It was working with those clients that gave Dan the exposure to some of the most complicated tax situations and allowed him to become the tax expert that he is today.

1706032421-658d11664b7d2fe6 Daniel Zajac, CFP®, EA
Managing Partner, Zajac Group

As a writer, speaker, financial advisor, and Zajac Group managing partner, Daniel Zajac (CFP®, EA) is dedicated to educating the community about employee stock options, restricted stock units, and other forms of equity compensation planning. At his firm, Daniel is also responsible for long-term strategic business planning, is actively involved in new business development, and is charged with leading strategic firm initiatives.

1706032436-a919f2a9b06f5ac1 Bruce Brumberg, JD
Editor-in-Chief and Co-Founder, myStockOptions

Bruce Brumberg has devoted most of his professional career to making complex tax and legal concepts understandable to people who do not enjoy reading the Internal Revenue Code and the securities laws. He is the editor-in-chief and a co-founder of, the premier provider of web-based educational content and tools on stock options, restricted stock, ESPPs, SARs, and performance shares. Bruce runs another website (, on nonqualified deferred comp) and writes a popular blog at He graduated from the University of Michigan and University of Virginia School of Law.

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