Module 2 - Taxation of Equity Compensation (Stock Plan Fundamentals)

Only available as part of a package

Understand U.S. tax rules and regulations as they apply to equity compensation, including taxation of restricted stock units, non-qualified stock options, incentive stock options, and employee stock purchase plans.

Barbara Baksa

Executive Director

NASPP

Christine Zwerling

Head of Stock Administration

Asana

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Presentation

Open to view video. | 120 minutes

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Slide Deck

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Quiz

15 Questions | Unlimited attempts | 7/15 points to pass

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Feedback Form

8 Questions

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Certificate of Completion

2.00 credits | No certificate available

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Supplemental Videos

Understanding Restricted Stock Awards

Select the "View On-Demand Recording" button to begin. | 12 minutes

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Deferred Stock Units

Select the "View On-Demand Recording" button to begin. | 19 minutes

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Accelerated or Continued Vesting of RSUs Upon Retirement

Select the "View On-Demand Recording" button to begin. | 11 minutes

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Tax Reporting for Options and Awards Transferred Upon Death

Select the "View On-Demand Recording" button to begin. | 10 minutes

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Tax Reporting for Options and Awards Transferred Pursuant to Divorce

Select the "View On-Demand Recording" button to begin. | 9 minutes

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Learning Center

Module 2 - Taxation of Equity Compensation (Stock Plan Fundamentals)

Barbara Baksa

Executive Director

NASPP

Christine Zwerling

Head of Stock Administration

Asana

Key: