WEBINAR
Thursday, February 12, 2026
2:00pm to 3:40pm ET, 11:00am to 12:40pm PT
2.0 CE credits for CFP, IAR (live only), CPE (live only), EA (live only), CPWA/CIMA, CEP/ECA

OVERVIEW
The 2026 tax season brings abundant risks for expensive mistakes with tax returns involving stock compensation, including the accidental double-reporting of income and errors involving the cost basis of stock sales. Tax provisions under the "One Big Beautiful Bill" Act, modifications in IRS forms, and ongoing developments at the IRS require you to remain as meticulous as ever.

With actionable takeaways and peer-led insights, our webinar on tax returns involving equity comp will sharpen your knowledge of the reporting for stock options, restricted stock/RSUs, ESPPs, LLC profits interests, and sales of company shares. Plus, learn from presenter case studies how to use info on tax returns to create better financial plans and save taxes for clients.

The webinar features a panel of three experienced tax experts (two CPAs and an Enrolled Agent). They will explain how to avoid common mistakes that can lead to tax overpayments or unwanted IRS attention. This 100-minute event will be moderated by Bruce Brumberg (JD), editor-in-chief and co-founder of myStockOptions and a Forbes.com contributor.

"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

TOPICS COVERED
● Changes in reporting that apply to stock comp (and shifts in IRS focus under President Trump) that require you to remain as careful as ever with tax returns
● Errors to avoid in cost-basis reporting for stock sales that lead to overpaying capital gains tax
● Key points for reporting income and stock sales on IRS Form 1040, Form 8949, and Schedule D
● Tax returns for mobile and remote employees: reporting challenges and approaches
● Special issues with wash sales and reporting mistakes, including tax overpayment
● LLC profits interests: tax-return reporting and complexities.
● Avoiding double-counting of W-2 income from options, restricted stock/RSUs, and dividends
● Blunders to avoid on tax returns with ISOs when the AMT is triggered or after a disqualifying disposition
● Ensuring any AMT credit from past ISO exercises is used (and what to do if it isn't)
● Preventing inaccurate calculation of ESPP income
● How to avoid painful mistakes on tax returns 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 and stock sales before filing
● Tips for best ways to handle extensions and estimated taxes
● Using information on tax returns to prepare better financial plans

PANELISTS
● Stephanie Bucko (CPA, CFA®), CIO & Co-Founder, Mana Financial Life Design
● Dan B. Hodgin (CPA), Owner, Silicon Valley Tax Group
● Josh Radman (CFP®, EA), Founder, Presidio Advisors
● moderator: Bruce Brumberg (JD), Editor-in-Chief and Co-Founder, myStockOptions

Detailed introductions to the panelists are below.

"myStockOptions is my first go-to source for in-depth dives and unparalleled education." —Olga Mavrody, CPA

CAN'T MAKE THE LIVE WEBINAR? NO PROBLEM!
All registered attendees get unlimited streaming access to the webinar recording for their personal viewing, along with the presentation slide deck. Therefore, even if you can't attend the live webinar, please still register, as you will receive a link to the recording and presentation.

CE CREDITS
The live webinar will offer 2.0 CE credits for
● Certified Financial Planners (CFP)
● Investment Advisor Representatives (IAR, "Products & Practice" category)
● CPE for CPAs
● Enrolled Agents (EA)
● CPWA/CIMA professionals
● Certified Equity Professionals (CEP)
● Equity Compensation Associates (ECA)

CFAs may self-determine and self-report 1.5 CE credits.

The webinar recording will offer CE credits only for CFP, CPWA/CIMA, CEP/ECA, and CFA.

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

myStockOptions.com 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: www.nasbaregistry.org

NASAA does not endorse any particular provider of IAR CE courses. The content of the course and any views expressed are our own and do not necessarily reflect the views of NASAA or any of its member jurisdictions.

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

Details About the Webinar

Thursday, February 12, 2026 · 2:00 p.m. Eastern Time (US & Canada) (GMT -5:00)
Cost: $189.00
 Add to calendar

About the Speakers

1737589653-12b92ab7211e4ba7 Stephanie Bucko, CPA, CFA®
CIO & Co-Founder, Mana Financial Life Design

Stephanie is a CPA and CFA® charterholder with a BSBA in Accounting from Bucknell University. She began her career auditing hedge funds at PwC in New York during the 2008 financial crisis, then spent six years at Man Group as a risk manager overseeing $15B in hedge funds. After years serving institutions, she co-founded Mana with Cristina in 2018 to bring institutional-quality planning and investment management to individuals. Stephanie was named to Investopedia’s Top 100 Advisors (2023) and is a regular contributor to myStockOptions.com. Outside of work, she’s happiest skiing, riding horses, and bird watching.

1737589671-8adbadd0452e20c0 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.

1768946465-16078628d78cada5 Josh Radman, CFP®, EA
Founder, Presidio Advisors

Josh Radman is the founder of Presidio Advisors, an RIA built specifically to help Millennials and tech professionals navigate the complexities of equity compensation and tax planning. Now based in Denver, Colorado and serving clients virtually across the U.S., Josh holds the CERTIFIED FINANCIAL PLANNER® designation, an MBA from Harvard Business School, and is an Enrolled Agent. His mission is to give Millennials clarity, confidence, and a partner who can help align money decisions with long-term life objectives.

1713225401-6af41f342700d7f0 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 myStockOptions.com, the premier provider of web-based educational content and tools on stock options, restricted stock, ESPPs, SARs, and performance shares. Bruce runs another website (myNQDC.com, on nonqualified deferred comp) and writes a popular blog at Forbes.com. He graduated from the University of Michigan and University of Virginia School of Law.

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