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Tax Withholding Practices for Equity Awards
Equity Expert: A Podcast from the NASPP
How to Review Your Global Equity Plans for Compliance With Local Tax and Regulation Requirements
Almost two thirds of companies review their global equity plans annually or more frequently for compliance with local tax and regulatory requirements. This week's close to 40% that are reviewing their plans for compliance less frequently, maybe only sporadically, in some cases, not at all. What we find works well is a quarterly cadence. If you have a single RSU vest per year and nothing else, probably get away with annual but if you have options and other events,. monthly vestings, really it'd be at a minimum annual, ideal quarterly.
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