2022 July Solutions Room - Stock Option Reporting

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Description

2022 July Solutions Room - Stock Option Reporting
IRS Program #: X9QQU-T-00881-22-O
CE: 1 IRS credit for live attendance only
Speaker: Chelsea Rustek, EA

This webinar will dive into the reporting basics of some of the more common stock options that many clients see such as Restricted Stock Units, Non-Qualified Stock Options, Employee Stock Purchase Plans, and Incentive Stock Options. We will discuss the impact on informational reporting statements such as Form W-2s and Form 1099-B. Additionally, we will focus on the common errors found in reporting and how we can address them in tax return preparation.

Learning Objectives:

List the most common types of stock options for taxpayers.
Identify forms used to tie out and verify stock option compensation.
Describe the type of tax triggered by certain stock options.
Define what disqualifying dispositions are and what they mean to tax returns.
Describe planning opportunities presented by those with stock option compensation.
Recognize how supplemental withholding is calculated and achieved for taxpayers.

Continuing Education
This course qualifies for IRS Continuing Education Hours. NAEA reports IRS CE on a monthly basis. If you have not received your CE Hours in your IRS PTIN Account by the end of the following month after receiving the certificate, please contact NAEA at education@naea.org.

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To request a refund, contact the NAEA education team via email at education@naea.org. An NAEA education team member will review the request for refund. If the refund request has been approved, the refund will be refunded on the same method of purchase. Live Webinars, also offered On-Demand Webinars will not be refunded.

Contributors

Chelsea Rustek, EA

Chelsea is an Enrolled Agent, working in the taxation field since 2014, with a concentrated focus on individual and small business tax preparation. She graduated from Saint Leo University with her bachelor’s degree in Business Management. Chelsea is a member of the National Association of Enrolled Agents and the Florida Association of Enrolled Agents. She is also a QuickBooks Online ProAdvisor and Florida Notary.

Chelsea’s background includes stock option compensation ranging from mergers &acquisitions, Restricted Stock Options, Incentive Stock Options, Employee Stock Purchase Plans, and Non-Qualified Stock Options. In addition, she is familiar with IPOs for many companies and can help clients to plan for these large tax events. Her advanced knowledge of these topics helps clients with their tax preparation and planning. Working hand and hand with the financial advisors to mitigate tax risks and burdens.