9.2 Mastering tax challenges and best practices of equity income in Israel

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.

Speaker/Author

Tara Hagen, FGE, Global Tax Network
Aimee Soodan, Baker McKenzie
Suzie Bentley, NVIDIA
Odelia Pollak, ESOP-PHOENIX

Event date
Thursday, 11 Apr 2024, 11:00 - 11:50
Country
Breakout series
Location
Midtown 1
NEWS
26 September 2023
THERE'S ANOTHER GENDER PAY GAP: STOCK OPTIONS
article

SOURCE: Wall Street Journal

Trending now
Cash deferral
Choice plans
Discount shares
Employee stock purchase plans (ESPP)
Equity deferral
Executive plans
Non-qualified plans
Performance cash
Performance shares
Restricted shares
Save as you earn (SAYE)
Share incentive plans (SIP)
Stock appreciation rights (SAR)
Stock options
UK and Channel Islands
USA

Women often don’t know what to ask for, experts say. And companies don’t tell them.

READ THIS ARTICLE

NEWS
20 September 2023
JAPANESE COMPANIES WARM UP TO EMPLOYEE STOCK INCENTIVES
article

SOURCE: Reuters

Design and strategy
Trending now
Cash deferral
Choice plans
Discount shares
Employee stock purchase plans (ESPP)
Equity deferral
Executive plans
Non-qualified plans
Performance cash
Performance shares
Restricted shares
Save as you earn (SAYE)
Share incentive plans (SIP)
Stock appreciation rights (SAR)
Stock options
Japan

ANA Holdings plans to offer $60 million worth of shares to 70% of its 45,000 employees as an employee retention strategy and compliance with regulatory requests in Japan. This follows a trend among Japanese companies like Omron and Sony. Employee share incentives aim to align interests, boost stock prices, and address labor shortages while improving corporate value. Despite their increasing popularity, labor laws limiting stock incentives have hindered their wider adoption in Japan. Legal flexibility could accelerate their adoption.

READ THIS ARTICLE

NEWS
12 September 2023
WHEN IT COMES TO COMPENSATION, MORE EQUITY ISN'T ALWAYS BETTER
article

SOURCE: Harvard Business Review

Communications
Design and strategy
Private and pre-IPO companies
Cash deferral
Choice plans
Discount shares
Employee stock purchase plans (ESPP)
Equity deferral
Executive plans
Non-qualified plans
Performance cash
Performance shares
Restricted shares
Save as you earn (SAYE)
Share incentive plans (SIP)
Stock appreciation rights (SAR)
Stock options
USA

The authors research found that people often overestimate the value of stock options when assessing a startup job offers. They incorrectly believe that a higher number of shares translates into superior compensation even when it doesn’t. Five steps can help you avoid this mistake.

READ THIS ARTICLE

NEWS
14 September 2023
STOCK-BASED COMPENSATION GUIDE
article

SOURCE: PwC

Finance, tax and accounting
Cash deferral
Choice plans
Discount shares
Employee stock purchase plans (ESPP)
Equity deferral
Executive plans
Non-qualified plans
Performance cash
Performance shares
Restricted shares
Save as you earn (SAYE)
Share incentive plans (SIP)
Stock appreciation rights (SAR)
Stock options
USA

PwC's updated Stock-based compensation guide covers accounting principles, measurement, vesting, expense attribution, and classification for stock-based compensation, with insights and references to FASB guidance.

READ THIS ARTICLE

NEWS
19 September 2023
FOCUS: STOCK COMPENSATION FOR EMPLOYEES, SYSTEM SUPPORT ESSENTIAL FOR SPREAD IN JAPAN
article

Ritsuko Shimizu, Makiko Yamazaki

Design and strategy
Cash deferral
Choice plans
Discount shares
Employee stock purchase plans (ESPP)
Equity deferral
Executive plans
Non-qualified plans
Performance cash
Performance shares
Restricted shares
Save as you earn (SAYE)
Share incentive plans (SIP)
Stock appreciation rights (SAR)
Stock options
Japan

 

The article holds a discussion of how employees in Japan now able to access stock compensation as well as the executives in an attempt to increase productivity. 

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LEADERS’ LOUNGE: NAVIGATING THE INTERSECTION OF NON-QUALIFIED COMPENSATION AND EQUITY PLANS

In today's competitive business landscape, attracting and retaining top executive talent is critical for organizational success. This session promises to equip attendees with the knowledge and strategies needed to design and manage non-qualified compensation programs and equity plans for executive-level employees effectively.  

This session brings together senior-expert GEO Fellows to delve into the intricacies of designing non-qualified compensation programs, including deferred plans, for executive-level employees and how these intersect with equity plans.

By leveraging the expertise of senior GEO Fellows, participants will leave with actionable insights to enhance their top-tier talent compensation programs and drive organizational success.

KEY LEARNING OBJECTIVES:

  • Plan design optimization: Understand how to strike the right balance between non-qualified compensation and equity plans for executive-level employees, ensuring alignment with organizational objectives and compliance.
  • Long-term motivation: Explore strategies to use deferred compensation and equity incentives to motivate and retain top talent over the long term, linking performance metrics to sustained value creation.
  • Global program management: Learn to navigate the challenges and opportunities of implementing these programs globally while complying with local tax regulations and maintaining a consistent global strategy.
Speaker/Author

Moderator: Emily Cervino, FGE, Fidelity Investments
Chris Dohrman, FGE, Global Shares, a J P Morgan Company
Tara Hagen, FGE, Global Tax Network
Mark Maizel, Morgan Stanley
 

 

Event date
Wednesday, 25 Oct 2023, 15:45 - 17:00
Country