Equity Grants to PEO Workers: Plan Design and Governance, Tax Implications, Foreign Employee Issues, and More
Note: CPE credit is not offered on this program
Recording of a 90-minute premium CLE video webinar with Q&A
This CLE webinar will provide employee benefits counsel with an overview of the legal and tax issues for equity grants to professional employer organization (PEO) workers. The panel will discuss essential plan design and governance issues, critical tax implications and restrictions, challenges for foreign employees, and implementation considerations.
- Plan design and governance issues
- Tax obligations and restrictions
- Key cross-border considerations
- Regulatory considerations
- Best practices in structuring equity grants to PEO workers
The panel will review these and other high priority issues:
- What plan design and governance impact equity grants to PEO employees?
- What are the essential legal considerations for granting equity to PEO workers?
- What are the tax implications and pitfalls to avoid for the company and PEO workers?
- What are the labor and employment law implications?
- What are best practices in structuring equity grants for counsel and companies?
Ms. Klementz is the chair of Baker McKenzie’s North American Compensation Practice. She has practiced in the area... | Read More
Ms. Klementz is the chair of Baker McKenzie’s North American Compensation Practice. She has practiced in the area of global equity and executive compensation for over 20 years. Ms. Klementz has authored several articles on global equity issues for the BNA Executive Compensation Journal, Journal of Corporate Taxation and San Francisco and Los Angeles Daily Journal, among others, and she is the author of a blog on global equity related topics called the Global Equity Equation. She is also a frequent speaker on a variety of global equity topics. Ms. Klementz is recognized as a ranked practitioner by Chambers USA. Chambers states that she "consistently delivers top-notch assistance and work product, and is a true expert in the field." She is admitted to private practice in California and Düsseldorf, Germany.Close
Ms. Zobayan has over twenty years of international tax and benefits experience, including global equity plans,... | Read More
Ms. Zobayan has over twenty years of international tax and benefits experience, including global equity plans, mobile employee taxation, global compensation and benefits. She provides a range of services to her clients, including global equity plan design, tax reviews and tax optimization, assistance with local approvals and filings, communications, and designing administrative processes. She is a regular speaker and author on global stock plan and rewards issues. Prior to joining Rutlen Associates, she was the practice leader on the West Coast for Deloitte Tax's Global Rewards group and managed their news alerts for global equity plan changes.Close