Tax Challenges of Multinational Employment Benefits: RSUs, Stock Options, Deferred Compensation, Retirement Plans
Note: CLE credit is not offered on this program
A live 110-minute CPE webinar with interactive Q&A
This webinar will explain the taxation of multinational benefits for residents and nonresidents, including RSUs, stock options, retirement plans, and deferred compensation. Our panel will explain the tax considerations of these perks to lessen the overall tax burden for taxpayers subject to taxation in multiple countries.
- Multinational benefits: introduction
- RSUs and stock options
- Pensions and retirement income
- Deferred compensation
- Other benefits
- Treaty relief
- Foreign tax credits
- Planning opportunities
The panel will cover these and other critical issues:
- Determining whether a foreign pension plan is qualified for U.S. tax purposes
- When earnings on foreign plans may be subject to current taxation
- Potential tax consequences of vested RSUs when living abroad
- Treaty benefits available to mitigate or eliminate taxation of certain benefits
Patrick J. McCormick, J.D., LL.M.
Culhane Meadows Haughian & Walsh
Mr. McCormick specializes in the areas of international taxation, tax compliance, and offshore reporting... | Read More
Mr. McCormick specializes in the areas of international taxation, tax compliance, and offshore reporting obligations. He published national articles and given numerous national and local presentations on assorted areas of tax and estate planning law, including international tax and offshore compliance issues. His latest article on PFICs is titled Tax Reporting Implications of Foreign Mutual Funds. He is licensed to practice in the States of New Jersey, Florida, and Georgia, and the Commonwealth of Pennsylvania.Close
to be announced.
Early Discount (through 07/16/21)
CPE credit processing is available for an additional fee of $39.
CPE processing must be ordered prior to the event. See NASBA details.