Summary

Under finalized cost basis regulations for employee equity plans, the IRS no longer allows brokers and transfer agents to include the “compensatory income” component in the cost basis on Form 1099-B when employees sell shares. This creates a substantial risk that employees will overpay their taxes on these awards. These regulations affect all stock option, SAR, ESPP, and restricted stock awards. Join our experts to learn what various industry practitioners are doing to help employees mitigate this risk.

Speakers

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SOS Educational Webcast

Cost Basis Conundrums 
Crafting Clear Communications

Stock & Option Solutions

(One hour of Certified Equity Professional continuing education credit is available for attending. See the CEPI website for more information on CEP continuing education requirements.)

Equity Compensation Webcasts

How SOS Can Help

Stock & Option Solutions, Inc. can help you with your employee communication and help you avoid the risk of your employees overpaying on their taxes on their equity compensation. Our suite of services can be tailored to suit your specific needs.  Some of the ways we can help include: 

  • Educating Stock Plan Professionals about cost basis and possible communication remedies
  • Developing communications (PowerPoint presentations, webcasts [live or recorded], FAQ’s, etc.)
  • Reviewing, updating, and enhancing existing communications 
  • Creating or revising policies and procedures; process determination for updated cost-basis communications
  • 6039 Reporting Solutions
  • Mailing year-end packets with correct cost basis information
  • Participant portal for communicating correct cost basis information
  • Email Xpress for emailing out statements with correct cost basis information