Tax Withholding Practices for Equity Awards

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:

• Equity Administration Survey
• Webinar: Best Practices in Stock Plan Administration
• Webinar: Global Stock Plan Administration Trends
• Podcast: Trends in Mobility Compliance

Support the show