Setting up an employee share plan involves crucial decisions about sourcing shares and managing sales effectively. Join Ghal and Tom from EQ's Corporate Dealing team, Ben McCarthy from Linklaters and Rob Lyons from M&S as they share their extensive experience in this area.  They’ll cover current trends in sourcing shares, looking at new issue or market purchase, along with key considerations for an issuer and their finance team.  Discover strategies for hedging, managing large share sales and using the Employee Benefit Trust to your advantage. There will be focus on the recent changes to dilution limits in the Investment Association’s Principles of Remuneration.

KEY LEARNINGS:

• Learn strategies for sourcing shares, planning in advance for your share plan vesting whilst managing headroom and dilution limits.
• Understand how an issuer can use various approaches across their share plan grants to keep their finance team and employees happy.
• Discover effective liquidity management techniques to ensure an orderly market at vesting.

Explore the distinctive landscape of equity income in Israel with our expert panel, shedding light on the nuances of qualified plans that many employers institute for their workforce. Delve into the key questions that often arise, addressing the complexities faced by employees and those transitioning into or out of Israel:
Join our expert panel to unravel the intricacies of equity compensation in Israel and equip yourself with practical knowledge for effective employee engagement and compliance.
 

KEY LEARNING POINTS:

• Gain insights into effective strategies for handling employees with equity awards within the unique framework of Israel's approach to equity income
• Explore challenges and solutions when employees move to or from Israel, understanding the implications for equity compensation
• Discover best practices for efficiently managing this population, ensuring compliance, and optimizing the administration of equity plans within the Israeli context

CPE CREDIT: 1.0
Field of study: Tax
Level: 0
Delivery method: Group internet-based
Advanced preparation: None

CEP CONTINUING EDUCATION CREDIT (CE): 1.0

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

Israel is an entrepreneurial powerhouse and a hotbed for pioneering technologies, profitable business opportunities, and high investment returns. Many of the world's leading multinational companies have all chosen Israel - Microsoft, Motorola, Google, Apple, Meta, Berkshire-Hathaway, Intel, HP, Siemens, GE, IBM, Philips, Lucent and J&J are just some of the companies of over 200 MNCs who have opened offices or innovation centers in Israel. Understanding how business is done and how AI is impacting ownership tracking is key to building high growth businesses in Israel.

Participants will learn:

• Determine how to be competitive in Israeli and retain employees in a hot labor market
• Understand the special requirements under Section 102 and 3i to allow for special tax treatment for Israeli taxpayers
• Learn how AI is utilized to support employee share scheme requirements, board meetings and share registrars