This webinar (held March 11, 2021) is available on demand. Registered attendees of the webinar receive links to the webinar recording and the webinar slide deck.

Didn't register for the live webinar? For streaming access to the webinar recording, please click on the video screen above and register with the form that pops up. If you would like the 1.5 CE credits for CFPs that are available with this webinar, please let us know when you have watched it and send us your CFP ID number so we can report the credits.

For other engaging on-demand webinars in stock comp topics, all of which offer CE credits for CFPs, CEPs, and CPWAs, see the myStockOptions Webinar Channel.

Tax-return reporting has changed yet again for the 2021 tax season, including for capital gains, alternative minimum tax (AMT), and estimated taxes. This tax season brings more risk than ever for expensive mistakes with tax returns involving stock compensation, including cost-basis reporting for stock sales.

Watch on demand at your convenience this lively educational webinar on tax-return topics for stock comp. Understand the rules of tax-return reporting for stock options, restricted stock/RSUs, ESPPs, and sales of company shares. Learn how to avoid the common mistakes that can lead to overpaying taxes or unwanted IRS attention.

This webinar is presented in 75 fast-paced minutes by Bruce Brumberg, Esq., editor-in-chief and co-founder of myStockOptions and a contributor.

• Review of tax treatment for equity comp
• Changes in tax-return reporting that apply to stock comp
• Errors with cost-basis reporting that can lead to overpaying capital gains tax
• Key forms needed to report income and stock sales on IRS Form 1040, Form 8949, and Schedule D
• Avoiding double-counting of W-2 income from options, restricted stock/RSUs, and dividends
• Ensuring AMT from ISO exercises is reported and what to do if it isn’t
• Preventing inaccurate calculation of ESPP income
• Special issues with wash sales and share identification to reduce capital gains
• Preventing painful tax return mistakes with sell-to-cover exercises and RSU share withholding
• Checklist for reviewing your tax return before filing

1.5 CE credit hours for:
• Certified Financial Planners (after watching, please email your CFP ID to
• Certified Equity Professionals (CEPs)

Please contact the myStockOptions team at 617-734-1979 or

Details About the Webinar

Thu, Mar 11, 2021 · 2:00 PM Eastern Time (US & Canada) (GMT -5:00)
Cost: $169.00
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About the Speaker

1614025637-c5c13ce70c1acbe0 Bruce Brumberg, Esq. Editor-in-Chief & Co-Founder

Bruce Brumberg has devoted most of his professional career to making complex legal and tax 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 Bruce graduated from the University of Michigan and University of Virginia School of Law.