STOCK OPTION REPORTING

Join this seminar for an informed discussion of the following:

• ISO, RSU, Qualified options, employee stock purchase plans
  • Reconciling amounts reported on W2
    • Wages
    • Code V
  • Amounts reported as ordinary income vs capital gain
  • Accounting for employee stock purchase plan shares when sold before and after key holding period time limits
• When to report transactions on Schedule D
• Accounting for shares withheld and sold to cover employment taxes
• Effects on basis for gains, ordinary income, shares sold for taxes

Registration Form: 2026 Spring CPE Registration Form