Taxation of Equity Compensation Essentials
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Register
- Non-member - $1,500
- Member - $750
Go Beyond the Basics of Equity Award Taxation
Take your understanding and practice of equity compensation taxation to the next level with this in-depth, interactive how-to course on one our profession's trickiest domains. Build the know-how and confidence you need to successfully manage the taxation of your company’s equity awards as you walk through real-life scenarios, common challenges, complex regulations, international considerations, and more.
Key topics to be explored include:
- Reporting and withholding requirements your company needs to follow for tax compliance
- How to navigate shortfalls, windfalls, the one-day deposit rule, life events, and other common challenges
- Best practices for managing state and global taxation and mobility
- And more!
Ideal Development Opportunity For
- Those new to equity compensation
- Experienced professionals wanting to refresh and strengthen their skills
- Those responsible for overseeing tax compliance for equity plans
Course Features
- Six expert-led modules
- On-demand to fit your schedule
- Supplemental materials to further dive into topics
- Q&A and case study interview
- Quizzes to test your skills and apply your knowledge
- Certificate awarded upon completion
Prerequisites
Attendees should already have a basic understanding of the characteristics of stock options, SARs, restricted stock/unit awards, and performance awards; how these arrangements are taxed in the United States; and the general procedures necessary to administer these programs. Individuals new to stock compensation may want to complete the NASPP's Stock Plan Fundamentals program before participating in this course.
Enrollment Fee
- Members: $750
- Non-Members: $1,500
PLEASE NOTE: Non-members will need to create an NASPP.com account to register. Click the "Log In" button in the upper right corner and follow the on-screen instructions to establish your account.
All registrations are non-refundable.
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Contains 5 Component(s), Includes Credits
An introduction to tax reporting and withholding requirements for equity compensation. Get a comprehensive review of tax code sections related to equity compensation, such as §421, 422, 423, 83b, 6039, 409A, 162(m), and identify what your company’s obligations are.
An introduction to tax reporting and withholding requirements for equity compensation. Get a comprehensive review of tax code sections related to equity compensation, such as §421, 422, 423, 83b, 6039, 409A, 162(m), and identify what your company’s obligations are.
Topics to be covered:
- Introduction to tax reporting requirements
- Basics of tax withholding and reporting requirements
- Relevant tax code sections for equity compensation
- Company obligations regarding taxes
Length: 60 minutes
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Contains 5 Component(s), Includes Credits
Dive deeper into the nuances of tax withholding and discuss the challenges associated with tax reporting. Get valuable solutions to common tax reporting issues and the implications of DTA shortfalls and windfalls, with an overview of the one-day deposit rule for tax deposits over $100k.
Dive deeper into the nuances of tax withholding and discuss the challenges associated with tax reporting. Get valuable solutions to common tax reporting issues and the implications of DTA shortfalls and windfalls, with an overview of the one-day deposit rule for tax deposits over $100k.
Topics to be covered:
- In-depth discussion on tax withholding mechanics
- Challenges in tax reporting for equity compensation
- Solutions to common tax reporting issues
- DTA: Shortfalls and Windfalls
- Discussion on the one-day deposit rule for tax deposits over $100k
Length: 90 minutes
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Contains 8 Component(s), Includes Credits
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.
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
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Contains 5 Component(s), Includes Credits
Delve into the taxation of equity awards across various US states and international jurisdictions, share best practices for managing global and state taxation, and discuss the challenges associated with global mobility.
Delve into the taxation of equity awards across various US states and international jurisdictions, share best practices for managing global and state taxation, and discuss the challenges associated with global mobility.
Topics to be covered:
- Overview of taxation for equity awards in various US states
- Overview of taxation for equity awards in countries outside the US
- Best practices for global and state taxation
- Challenges and solutions for global mobility and taxation
Length: 60 minutes
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Contains 4 Component(s), Includes Credits
Take advantage of a unique opportunity to learn from real world scenarios and engage in a Q&A session with industry experts on the taxation of equity compensation.
Take advantage of a unique opportunity to learn from real world scenarios and engage in a Q&A session with industry experts on the taxation of equity compensation.
Topics to be covered:
- Case studies led by industry experts
- Q&A session with industry experts on taxation of equity compensation
Length: 60 minutes
