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Webinar: Tax Season Survival Skills with AST & EY

December 03, 2019

10:00 a.m. - 11:00 a.m. Pacific

Event Contact

Joanne Wendler
Tax Season Survival Skills with Maria Acevedo of AST, Jonathan Jackel of EY and Joanne Wendler of Tetra Tech.

Event Details

U.S. Tax Season is quickly approaching, and Stock Plan Professionals should prepare.  Join this webinar on Tax Season Survival Skills with Maria Acevedo of AST, Jonathan Jackel of EY and Joanne Wendler of Tetra Tech.

Webinar link will be provided to those who RSVP to

Thank you for registering for "Tax Season Survival Skills".
You are invited to join an AST webinar on Tuesday, December 3, 2019 at 1:00 PM ET / 10:00 AM PT as we prepare for the upcoming tax season. We will discuss various equity award types and related transactions that generate stock-based income, including the following topics:

• U.S. tax treatment
• Tax forms for awards, options exercised, ESPP sales, and dividend information
• Issuer and employer reporting responsibilities
• Cost basis of shares sold
• Participant education

Note: This program qualifies for continuing education credit for Certified Equity Professionals (CEPs). Log into your account in the CEPI Information Management System at to register your attendance.

Please send your questions, comments and feedback to or

Thank you.

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