Extending Employee Stock Purchase Plans (ESPPs) to non-traditional employee groups—such as those working for PEOs, franchisees, or Employers of Record (EORs)—offers new opportunities but also significant complexities.

This session explores the tax, legal, and regulatory considerations involved, with practical insights from a company case study. Learn how innovative approaches, including groundbreaking efforts in the UK, have made these plans viable for a broader workforce.

KEY LEARNING POINTS:

• Understand the tax, legal, and regulatory complexities of offering ESPPs to non-traditional employee types across various jurisdictions.
• Explore practical steps to address challenges when extending ESPP access to PEOs, franchisees, and EOR employees.
• Gain insights from a groundbreaking case study, including successful strategies and lessons learned in the UK.