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Clackamas Chapter Meeting and Education: Employee Stock Options & 1099-B Review (2 hrs CE)
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Join us for our February meeting and 2 hours CE. Bob Betts will be presenting
"Employee Stock Options & 1099-B Review"
(Previously presented at Westside in Nov 2019).

Come early and enjoy dinner!

When: Monday, February 17, 2020
6:30 pm-8:30 pm
Where: Denny's Restaurant Banquet Room
15815 SE 82nd Drive
Clackamas 97015
United States
Presenter: Bob Betts
Contact: Susan High
(503) 655-3737

Online registration is closed.
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You're invited to join Clackamas Chapter on Monday, February 17, 2020 to hear Bob Betts present 2 hrs. CE on Employee Stock Options and 1099-B Review. (Please note: This presentation was previously made to Westside Chapter in November, 2019)

NEW! A remote session option has been added for groups of 2 or more members of Blue Mountain, Mid-Columbia, and Central Oregon chapters.  Requires pre-approval by Susan High so that we can make sure you get training on using the GoToTraining software we use. Be prepared to state who will be the designated site contact for your group.  (READ OUR REMOTE CLASS POLICY).



Everyone who registered by early Friday will be sent a link to the downloadable handout. Late registrants will see the same link on the registration confirmation page.


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



Robert Betts, LTC, EARobert 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.  

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7/1/2020 » 10/8/2020
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