Best in Breed or Global Harmonization? Finding the Right Share Purchase Plan for Your Company

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Broad-based employee share purchase plans are enjoying a resurgence of interest, but it is not always as easy to make this great idea into reality. The very first step in share purchase plan discovery work is deciding on the tax qualification status of your plan. Will you utilize a scheme that is tax qualified or nonqualified? This isn't always an easy answer. "Qualified" plans are unique to a particular jurisdiction, and it’s typically not possible to offer the same plan provisions and tax qualification in multiple jurisdictions. If true global harmonization is the objective, a Nonqualified plan may be the only option. Taking a best-in-breed approach to offer tax qualification in multiple jurisdictions results in dramatically different employee plans, and a mix may favor only one jurisdiction. To learn more about how to approach this challenge, join this panel of ESPP aficionados as they set out on a journey to explore various approaches to resolve this “qualification” conundrum. 
 
Emily Cervino, Fidelity (US)
Cherie Curry, Hilton Worldwide, Inc. (US)
Sinead Kelly, Baker McKenzie (US)
Jennie Webb, Prudential (UK)
 

Field of Study: Specialized Knowledge
Level: I, II, III
CEP Continuing Education (CE) credit:  .75 hours

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