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Employee Stock Options and 1099-B Review
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N. Coast and Lower Columbia tax professionals are invited to
a special Westside Chapter class in Warren!
Speaker Bob Betts will present 2 hrs. CE on
"Employee Stock Options and 1099-B Review"

When: Tuesday, October 1
6:00-8:00 pm
Where: Warren Country Inn
56575 Columbia River Hwy
Warren, Oregon  97053
United States
Presenter: Robert Betts, EA, LTC
Contact: Robert H. Betts
(503) 780-4143

Online registration is closed.
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North Coast and Lower Columbia tax professionals are invited to a special Westside Chapter class in Warren! Speaker Bob Betts will present 2 hrs. CE on Employee Stock Options and 1099-B Review.   There are no electronic handout materials to print out – Robert will bring hard copies for all registrants.


 Topics that will be covered:

1099-B Review

Using Examples;
1. Covered and Non Covered Securities
2. Reporting Gains and Losses on the Form 8949 and Schedule D
3. Wash Sales and other Adjustments
4. Short Sales and Market Discounts
5. Items Found Infrequently on the 1099-B

Tax return preparation for NQSO, RSU, ISO, and ESPP Stock Option Plans
1. Definition of each type of Option
2. Documents that are needed for tax return preparation
3. How to calculate gain/loss on Schedule D
4. Examples


About our Speaker

Robert Betts (Bob) is an experienced LTC and Enrolled Agent, with a broad tax and business background. Bob has been providing comprehensive tax services for over 18 years for individuals and small businesses. As a long-time member of the Oregon Association of Tax Consultants (OATC) Bob has served as Vice President of the Tualatin Valley Chapter, OATC State Education Chairman, OATC State Newsletter Editor, Westside Metro Portland Chapter President (five years), and OATC State Third Vice President. 

Bob was the recipient of the 2011 OATC President’s Award for his work with OATC Education initiatives during 2011.  Earlier in his career, Bob worked for tax and accounting firms in Portland as well as the IRS Portland office.  Prior to this time, Bob spent over 20 years in domestic and international operational and financial leadership positions with several technology and software companies.  Bob holds a BS in Management and Communications from Concordia University as well degrees in both Electronic Engineering and Educational Media.  


If you register using the button above:

  • We'll have your information on the sign-in sheet when you arrive 
  • If there are handouts, we can send you the download link before the class
  • We can issue your CE certificate much more quickly! 


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