Webcast March 17, 2026

From Grant to Sale: Tax Reporting for Share-Based Payments

Presented by: Daniel Hunninghake Anthony Bonilla Jeffrey Kunkel

10:00 am PT / 1:00 pm ET

Equity compensation is a key source of tax deductions for companies and taxable income for recipients, with nearly every jurisdiction around the world bringing its own unique considerations. What’s more, tax rules can change often and with little notice, requiring flexible processes and robust controls.

Whether operating across dozens of foreign jurisdictions or solely within the US, tax reporting for equity compensation carries significant challenges. Join us as we share the latest regulatory updates and best practices. This session will cover topics, including:

  • Forecasting future tax benefits across multiple scenarios
  • Assessing deductibility under Section 162(m), including the impact of the new ARPA Five
  • Reconciling accrual books, tax books, and employee tax forms
  • Visualizing current-year tax effects, trends over time, and forecast variances
  • Navigating nuances across award types and tax jurisdictions

Specialized tax experience is not required. This session will provide practical insights and guidance for anyone working with equity compensation data and related tax reporting.

CPE Credits: 1.0 (available to live webcast attendees)
Field of Study: Specialized Knowledge
Program Level: Overview
Advance Preparation: none required
Prerequisites: none required
Additional CPE details

Register for this Webcast

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