Learning Center

Year-End Guide to U.S. Tax Reporting for Equity Plans

Year-End Guide to U.S. Tax Reporting for Equity Plans

Includes a Live Web Event on 12/03/2025 at 1:30 PM (EST)

As year-end rapidly approaches, the intricate rules and unforgiving deadlines of equity compensation tax reporting leave little room for error. Get up to speed on the latest U.S. tax reporting guidance and learn practical strategies to ensure compliance, avoid costly mistakes, and close the year with confidence.

Key questions this webinar will answer:

  • What should be reported on Form W-2 for stock plan transactions?
  • When is it appropriate to use Form 1099?
  • What are the deadlines for reporting income and taxes withheld for 2025? 
  •  What is required for Section 6039 reporting?

A recording of the webinar will be posted shortly after conclusion of the live broadcast.

Barbara Baksa

Executive Director

NASPP

Tommy Swindle

Director of Content and Communities

NASPP

All attendees are required to register in advance. 

  • NASPP Members: Current NASPP members can attend at no cost.
  • Nonmembers: The cost for non-members is $299. Join or renew your membership to receive complimentary access to this program and all member benefits.

Nonmembers must create a free NASPP account to register; to create your account, click the Login button in the upper right corner and then click the "Don't have an account?" link.

All registrations are non-refundable.

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Presentation
12/03/2025 at 1:30 PM (EST)  |  120 minutes  |  Attendance Required
12/03/2025 at 1:30 PM (EST)  |  120 minutes  |  Attendance Required
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CEP Continuing Education Credit
Live and Archive Viewing: 1.25 CEP credits and certificate available
Live and Archive Viewing: 1.25 CEP credits and certificate available This program qualifies for continuing education for Certified Equity Professionals (CEPs). Please keep a record of your attendance and refer to the CEP Institute standards to determine the amount of credit you can receive.