Demystifying Tax Reporting for Share-Based Payment Awards

Presented by: Daniel Hunninghake

On-Demand Webcast
Recorded Thursday, December 5, 2019

Everyone who touches equity compensation feels the effects of taxes. They require careful application of theory, monitoring, and controls—starting the moment awards are issued and lasting all the way through settlement (if not long after).

Join Daniel Hunninghake and Yudian Tang as they demystify key aspects of equity compensation taxes and cover some fun nuances along the way. After covering the broader legal and regulatory landscape, we’ll dive into top areas of complexity. These include IRS section 162(m), employee mobility, tax settlement forecasting, and FICA taxes for retirement eligible employees.

Specialized tax experience is not required. This session provides anyone with exposure to equity compensation reporting a good foundational understanding along with insight into some of the bigger implications.

This one-hour webcast qualified CPAs and Certified Equity Professionals for 1.0 hour of CPE.

CPE Credits: 1.0 (available to live webcast attendees)
Field of Study: Taxes
Program Level: Overview
Additional CPE details

Access the Recording