Press Releases

Year-End Planning Section At Helps Employees With Stock Compensation To Navigate Market Volatility & Economic Uncertainty

Brookline, MA, December 6, 2011 - The end of the year is always a key time for financial and tax decisions, but 2011 has not been like other years. Recurring stock market volatility, combined with the uncertain economic outlook, leaves no room for error with year-end planning for stock options, restricted stock, employee stock purchase plans, and other types of stock compensation. has expanded its section Financial Planning: Year-End to provide a helpful variety of up-to-the-minute guidance on issues, decisions, and innovative strategies at year-end 2011. "Our goal is to provide content that explores practical answers to questions on year-end tax and financial planning, along with life and job events that affect stock compensation," says Editor-in-Chief Bruce Brumberg.

Articles feature in-depth discussions by experts:

Along with these articles, FAQs in the year-end section answer many questions, including:

All of these questions, and many others, are answered in the section Financial Planning: Year-End Planning.

Tax Return Season Is Just Around The Corner

It is never too early to start thinking about tax returns. For the tax season ahead in 2012, a number of changes in IRS forms will affect tax return reporting for employees who sold company stock in 2011. When they issue IRS Form 1099-B to report clients' stock sales, brokers must now include not only the gross proceeds from sales but also their cost basis (also called the "tax basis"), the date when the shares were acquired, and whether the gains (or losses) were short-term or long-term. To submit of all of this potentially confusing information to the IRS on tax returns, taxpayers must now complete the new Form 8949 along with the revised Schedule D. The introduction of Form 8949 significantly alters the stock sale reporting that taxpayers have become accustomed to in recent years.

A new article at covers everything that employees must know to be prepared for these changes and avoid expensive tax mistakes: The Revised Form 1099-B & New Form 8949 For Reporting Stock Sales On Your Tax Return: How To Avoid Paying Too Much Tax, by Bruce Brumberg. Along with a companion FAQ, this article can be found in the Tax Center at

Corporate Licensing Available

All the content on is ideally suited for licensing by companies and stock plan providers for their stock plan participants. A customized version of the website's award-winning content can be seamlessly woven into companies' HR, benefits, and/or compensation portals. Accessible through any internet browser, 24 hours a day, 7 days a week, licensed content from lets stock plan participants answer their own questions about their stock grants whenever they need to learn more—saving time for the stock plan staff and costs for the company. For more information, visit, email, or call 617-734-1979.


With exclusive articles, 750+ FAQs, podcasts, the Tax Center, the Learning Center with courses for CE credit, the Global Tax Guide, an extensive glossary, and interactive patented tools, is the premier online resource of educational content and tools on stock options, restricted stock, restricted stock units, performance shares, stock appreciation rights, and employee stock purchase plans. is written and managed by leading experts in equity compensation, and is produced by a company with a long history of successful publications explaining complex legal and financial subjects in plain English.

The accounting journal CPA Wealth Provider selected among companies "that have taken the lead through innovation, efficiency, initiative, or growth in the financial-planning area." The Specialized Information Publishers' Foundation honored MSO Pro with one of its Editorial Excellence Awards in the category of Best Interactive Content among niche publishers. The influential consumer magazine PC World ranks among "the most useful sites ever" that "deliver top-notch information, support, and services." also has a related site on nonqualified deferred compensation at, and the staff created the successful insider trading prevention video series Think Twice, available at has also received extensive favorable coverage in the media, including BusinessWeek, The Wall Street Journal, The New York Times, the San Francisco Chronicle, and The Boston Globe, and on CNN/fn, National Public Radio, PBS,, and

For more information, please contact Bruce Brumberg and Matt Simon at or 617-734-1979.

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