Practical Tips for Avoiding Tax Pitfalls

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When it comes to complying with tax withholding and reporting requirements for equity award income, it is easy to take a wrong turn. This panel of experienced practitioners will provide you with multiple perspectives to help guide you through a host of withholding and reporting pitfalls. Our presenters will give you practical tips for how to stay on the right track. The topics will include the latest tax withholding and reporting changes impacting global equity compensation, pros and cons of different withholding methods, how to keep up with changes to reporting obligations and rates, and dealing with special challenges (e.g., remote working – COVID!, working with Israeli trustees, tax withholding and China SAFE).

1. The latest tax withholding/reporting changes and enforcement trends impacting equity compensation globally
2. The pros and cons of different withholding methods, broken down by equity award type (e.g., RSUs vs. ESPP)
3. Keeping up with changes to withholding/reporting obligations, as well as rates
4. Setting appropriate withholding rates depending on your employee population
5. Dealing with special challenges (e.g., remote workers due to the pandemic, tax withholding and China SAFE, working with Israeli trustees, etc.)

As a participant you will understand:
 - why companies should review country specific issues before making grants
 - the implications of residency and mobility on tax withholding
 - the importance of communication – especially with participants and local payroll.

Suhani Akhare, Automation Anywhere (US)
Mike Browning, Equinix, Inc. (US)
Dee Crosby, Shareworks by Morgan Stanley (US)
Barbara Klementz, Baker McKenzie, LLP

CEP Continuing Education (CE) credit: 75 minutes

CPE credits are provided for live webcasts only. Please visit our Continuing Education and Event Policies pages for more information.

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