Engage with our expert panel in a comprehensive session covering essential aspects of Employee Stock Purchase Plans (ESPP). Explore intricacies such as tax withholding for international employees, including methods like "Sell to Cover" and withholding through paychecks. Delve into determining the correct withholding rate for international participants, navigating beyond the maximum tax rate, and effectively communicating these nuances without providing tax advice. Uncover strategies to overcome language barriers and address global assumptions when promoting your ESPP.

KEY LEARNING POINTS:

  • Tax withholding methods for international employees and paycheck withholding
  • Determining the correct withholding rate for international participants
  • Strategies for overcoming language barriers and promoting ESPP globally

 

CPE CREDIT: 1.0
Field of study: Specialized Knowledge
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.

Speaker/Author

Sean Ross, Charles Schwab
Megan Hunt, Samsara
Tom Parker, Tapestry Compliance
 

Event date
Wednesday, 10 Apr 2024, 12:45 - 13:45
Country
Breakout series
Location
Germantown 1