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Module 3 - Special Circumstances - Navigating Life Events (Taxation Essentials)

Module 3 - Special Circumstances - Navigating Life Events (Taxation Essentials)

Only available as part of a package

Explore the tax implications of life events on equity compensation, including how divorce, death, and retirement can impact equity awards and their associated tax obligations.

Topics to be covered: 

  • Tax implications of divorce on equity compensation 
  • Impact of death and associated tax obligations 
  • Discussion on retirement and retirement eligibility

Length: 80 minutes

Key:

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Presentation
Open to view video.  |  80 minutes
Open to view video.  |  80 minutes
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Slide Deck
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Quiz
10 Questions  |  Unlimited attempts  |  5/10 points to pass
10 Questions  |  Unlimited attempts  |  5/10 points to pass
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Feedback Form
8 Questions
8 Questions
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Certificate of Completion
1.25 credits  |  No certificate available
1.25 credits  |  No certificate available
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Supplemental Videos
Taxation of Equity Awards Transferred Pursuant to Death
Open to view video.  |  8 minutes
Open to view video.  |  8 minutes
You must register to access.
Taxation of Equity Awards Transferred Pursuant to Divorce
Open to view video.  |  9 minutes
Open to view video.  |  9 minutes
You must register to access.
Taxation of RSUs that Provide for Accelerated Vesting Upon Retirement
Open to view video.  |  11 minutes
Open to view video.  |  11 minutes
You must register to access.