Equity Expert: A Podcast from the NASPP

Tax Withholding Practices for Equity Awards

May 29, 2023

28:55

AI Chapters

Episode notes

Introduction

2min

How to Meet the IRS Deposit Deadline for RSU's

2min

How to Streamline Your Processes for Depositing Tax Withholding for Equity Awards

2min

How to Pre-Fund a Company's Equity Program

2min

How to Use the Prior Day's Closing Value to Determine Tax Withholding

2min

The Risks of Allowing Additional Withholding From Equity Plan Transactions

2min

The IRS's Letter to Companies on Overholding

2min

The Different Approaches to Tax Withholding

4min

The Importance of a Flat Rate Audit Process

3min

10.

How to Review Your Global Equity Plans for Compliance With Local Tax and Regulation Requirements

2min

11.

How to Stay Up to Date on Global Stock Plans

2min

12.

How to Be a Better Stock Administrator

2min

13.

The Importance of Collaborating With Share Plan Administrators

2min

Data on how companies manage on-time tax deposits, determine tax withholding rates, respond to employee requests for additional withholding on equity plan transactions and more.

Episode Notes:

Complying with IRS deposit deadlines (1:36)
Tips for depositing taxes on time (3:45)
Pre-funding tax deposits (5:25)
Defining FMV as the prior day’s closing price (6:59)
Allowing employees to request additional withholding on equity plan transactions (8:35)
Determining tax withholding rates for non-US employees (14:00)
Frequency of reviews for global tax compliance (21:06)
Methods of staying informed of global developments affecting equity plans (22:37)
Working with local in-country personnel to stay informed (24:49)

Resources Mentioned in This Episode: