This webinar (held Feb. 15, 2023) is available on demand. For immediate streaming access to the recording, please register on this page. To receive a copy of the webinar slide deck and handouts, please contact 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.

The 2023 tax season brings extensive risk for costly mistakes with tax returns involving stock compensation, including cost-basis reporting for stock sales. Complications arising from the volatile and down markets of 2022, along with more IRS agents for audits, make the need for expert tax guidance more important than ever.

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.

"The webinar had some really great information."
—Lisa S., CFP®

● 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

1674866684-74b2bbb31138fec8 Stephanie Bucko, CPA, CFA®
CIO & Co-Founder, Mana Financial Life Design

Stephanie is a Certified Public Accountant and Chartered Financial Analyst®. She audited hedge funds in New York City with PricewaterhouseCoopers during the 2008 financial crisis. Following this challenging work, Stephanie joined Man Group, the world’s largest publicly traded hedge fund 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 2016, she left New York City to pursue a career in individual money management, where she managed $200 million in assets across equities, bonds, and alternative investments. Stephanie recognized that investment management was only a small piece of the service that individuals truly need in a financial advisor. She decided that clients needed more from their advisors in order to succeed. Through this realization, she partnered with Cristina to bring Mana's vision to life. When Stephanie isn't devouring books on economics and markets, you can find her outside. Her favorite days are spent on the ski slopes or the golf course.

1674866693-97a23e1198739044 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.

1676329289-91c0350afb32f532 Daniel Zajac, CFP®, AIF®, CLU®, EA
Managing Partner, Zajac Group

As an award-winning writer, speaker, financial advisor, and Zajac Group managing partner, Daniel Zajac (CFP®, AIF®, CLU®) 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.

1674866979-df3fd812f389f929 Bruce Brumberg, JD
Editor-in-Chief and Co-Founder, myStockOptions

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 He graduated from the University of Michigan and University of Virginia School of Law.

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