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 the taxation of restricted stock units, nonqualified stock options, incentive stock options, and employee stock purchase plans.

Key:

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Presentation

08/04/2026 at 1:00 PM (EDT) | Recorded On: 08/04/2026 | 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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Continuing Education Credits

2.00 CEP and WorldatWork 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)

Key:

Barbara Baksa

Executive Director

NASPP

Christine Zwerling

Head of Stock Administration

Asana