WEBCAST - 04 May 2021

Practical Tips for Avoiding Tax Pitfalls

Tuesday, 04 May 2021
 9:00am Los Angeles / San Francisco / Seattle
12:00pm Atlanta / Boston / New York
  5:00pm Dublin / Greenwich / London
  6:00pm Amsterdam / Frankfurt / Paris
  2:00am Melbourne / Sydney (next day)



Practical Tips for Avoiding Tax Pitfalls
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.

Presented by:
Suhani Akhare, Automation Anywhere
Mike Browning, Equinix, Inc.
Dee Crosby, Shareworks by Morgan Stanley
Barbara Klementz, Baker & McKenzie, LLP

Length: Approximately 75 minutes


CPE Credit Hours:  1.5*
Field of Study:  Specialized Knowledge
Level:  O

Delivery Method:  Group Internet-Based

Advanced Preparation:  None

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.

All GEO Members: No Charge
Nonmember Issuer: $85
Become a GEO Member to attend webcasts for Free!

Registration is required. Connection and login instructions are sent to registered participants prior to this webcast.

Webcasts are free to members. For non members, since registrants will also have access to on-demand recordings at their convenience after the live broadcast, registration fees are non refundable.

A recording of the live webcast will be available on the GEO website following the conclusion of the live program.

Questions? Please contact GEO's Program Services.



It's easy! All you need is a computer with Internet access. Prior to the call we will email you all information you need to attend the webcast. As you listen to our guest speaker, a PowerPoint presentation is broadcast over the Internet. Then just sit back, listen, and watch. Full details on how to call in and what web page to visit will be sent to you after you register.

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