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Module 2 -  Tax Withholding and Reporting  (RSU Essentials)

Module 2 - Tax Withholding and Reporting (RSU Essentials)

Take a deep dive into the taxation of RSUs. Learn how to determine and report income upon vesting, calculate tax withholding amounts, comply with state and local tax considerations, and ensure timely IRS deposits. We’ll also examine alternatives for collecting tax payments from award holders, including share withholding and sell-to-cover, and how they impact cash flow, treatment under the repurchase excise tax, insider considerations, and more.

Key:

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Presentation
Open to view video.  |  70 minutes
Open to view video.  |  70 minutes
Slide Deck
Open to download resource.
Open to download resource.
Quiz
10 Questions  |  Unlimited attempts  |  5/10 points to pass
10 Questions  |  Unlimited attempts  |  5/10 points to pass
Feedback Form
8 Questions
CEP Credits
1.25 CEP credits  |  No certificate available
1.25 CEP credits  |  No certificate available
Supplemental Video
Deferred Stock Units
Open to view video.
Open to view video.