Pen and calculator sitting on top of printout of tax calculations

Trends in Tax Compliance for Equity Programs

October 05, 2022, 10:30 AM - 11:45 AM

Webinar Recordings & Related Materials are Exclusive to Members

NASPP Member? Login to Access this Resource

Not a Member? Join | Learn About Membership

Tax compliance is one the most high-risk and time-sensitive aspects of managing a stock plan. This webinar will reveal recent data on policies and procedures companies have in place to ensure compliance with relevant laws and manage their risk. Gain an in-depth understanding of how your tax compliance practices for equity compensation programs measure up.

Key questions this webinar will answer:

  • What policies govern tax reporting decisions and who is responsible for preparing US and non-US tax filings related to equity programs?
  • How do companies manage US tax withholding deposits for stock plan transactions?
  • How do companies source tax withholding rates for US state and municipal jurisdictions?
  • What education do companies provide employees on the tax consequences of their equity awards?
  • What are the most challenging aspects of US and global tax compliance?

Continuing Education:

This program qualifies for continuing education for Certified Equity Professionals (CEPs). Please keep a record of your attendance and refer to the CEP Institute standards to determine the amount of credit you can receive. 



The NASPP and Fidelity Investments are not affiliated.
A link to third-party material is included for your convenience. The content owner is not affiliated with Fidelity and is solely responsible for the information and services it provides. Fidelity disclaims any liability arising from your use of such information or services.
Views expressed are as of the date indicated and may change based on market and other conditions. Unless otherwise noted, the opinions provided are those of the author, and not necessarily those of Fidelity Investments.


NASPP Community Hub - Connect wit Your Peers