Webinars

Whether you’re already pausing vesting for leaves or wondering if it's the right choice for your organization, gain valuable insights into the challenges and considerations faced when tolling vesting.

Discover the complexities of managing equity plans for private companies. Without a transfer agent and broker, private company admins handle even more internal reporting than public companies. Get pro record keeping tips and learn more about the connection between your equity plan and your cap table.

Vital equity plan numbers to keep up to date at all times

This panel, featuring two IRS executives, including the principal author of IRS Notice 2018-68, will help you navigate the changing landscape for equity plans and award agreements after the Tax Cuts and Jobs Act. The group will focus on the recent guidance in Notice 2018-68, as well as key tax issues, opportunities, and pitfalls when designing or modifying an equity plan or award agreement from government, legal, and accounting perspectives.

Get insight into how and why companies are taking a proactive approach to helping their employees save and prepare for retirement and how equity compensation can be incorporated into this objective. Learn how to help your employees maximize their benefits to prepare for their future and improve their overall financial health.

The growing definition of mobility, along with increased scrutiny and sophistication of global tax authorities has created unique and complex compliance issues for both employers and individuals. Our panelists will address the tough questions and help you understand equity-related issues associated with payroll transfers, long and short-term assignees and other movers. Additionally, they will present real examples of country-specific differences in treatment for South America, Europe and Asia.

Equity awards are a great incentive for employees—what if employees could actually choose between different types of awards and even elect cash bonuses? What better way to get employees invested in their equity compensation than allowing them to choose their own awards? This panel of experts will discuss various aspects to consider when offering a choice plan, potential advantages, as well as challenges presented with offering this benefit to employees.

Make sure you are keeping up with key international developments!

Submit your challenges with performance awards for this panel of experts to address!

The amendments to ASC 718 are final; if you haven't already adopted ASU 2016-09, chances are you soon will. Calendar-year public companies will be adopting the standard effective January 2017 and other public companies will follow suit when their next fiscal year begins. It's time to determine exactly how your company will implement the changes and define best practices for a smooth transition. This webcast will focus on the revisions to the tax accounting model and share-withholding policies, including actionable ideas such as using tax settlement forecasting to reduce P&L volatility and how to respond to requests to customize the withholding rate.