Does your employer offer you employee stock options and restricted stock as part of your compensation package? Do you know what information and records you need for your income tax return? Are you sure you are paying the correct amount of income tax?
If you have employee stock options and you are unsure of the answers to these and other questions, consider attending our wine and cheese event, to be held at 7 p.m. Thursday, Jan. 14.
During this workshop, you will learn the about the forms and information you need to determine your cost basis in the stock. Knowing the true cost basis in your stock is vitally important. If you don’t include all of your basis on your tax return, your capital gains will be higher and you will pay more tax on those gains.
For more information on this event or to register, go to https://crystalfinancialplanneromaha.com/education/.
Judith Ackland has more than 26 years of experience in accountancy and financial planning, including seventeen years as a CFO of a diverse business. She started Crystal Financial in 2010 to help a wide array of individuals, families, and business owners better understand their finances and how good financial management could help them achieve their goals. Judith has an MA in Professional Accountancy from the University of Nebraska at Lincoln as well as a Certified Public Accountant Certificate and a Certified Financial Planner designation.
