Return to Events

Webinar: Tax Season Survival Skills with AST & EY

December 03, 2019

10:00 AM - 11:00 AM Pacific


 
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, co-hosted with the NASPP Los Angeles Chapter, 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:
https://www.eventbrite.com/e/webinar-tax-season-survival-skills-with-ast-ey-tickets-83374163367
 


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


More Information

Note: This program qualifies for continuing education credit for Certified Equity Professionals (CEPs). Log into your account in the CEPI Information Management System at https://mycep2.scu.edu/ to register your attendance.

Related Events

February 05, 2020

Equity Outliers: Are They REALLY Doing That?

February 05, 2020 11:30 AM - 1:00 PM

Banc of California
3 MacArthur Place
Santa Ana, CA 92707

One question that surfaces repeatedly in equity compensation conversations is...

 

About Us

The National Association of Stock Plan Professionals is the largest and oldest professional association for the stock and executive compensation community, with over two decades of leadership providing expert resources, education and other benefits for our more than 6,000 members across 32 affiliated chapters.

NASPP

P.O. Box 21639 Concord, CA 94521-0639 Telephone: (925) 685-9271 Fax: (925) 930-9284

©NASPP 2019, All Rights Reserved.