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:
Presentation
Open to view video. | 80 minutes
Open to view video. | 80 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
8 Questions
CEP Credits
1.25 credits | No certificate available
1.25 credits | No certificate available
Supplemental Videos
Taxation of Equity Awards Transferred Pursuant to Death
Open to view video. | 8 minutes
Open to view video. | 8 minutes
Taxation of Equity Awards Transferred Pursuant to Divorce
Open to view video. | 9 minutes
Open to view video. | 9 minutes
Taxation of RSUs that Provide for Accelerated Vesting Upon Retirement
Open to view video. | 11 minutes
Open to view video. | 11 minutes
