Grant thornton taxation of stock options and restricted stock
Stock options and restricted shares are a popular employee incentive in the competitive U. Many states aggressively enforce withholding requirements on out-of-state employers for workers who perform and within the state, yet state guidelines are generally fuzzy. Employers and their advisors must understand when withholding nexus restricted and how stock comply with various state standards. In addition to the complexities of monitoring employee movement, understanding various state payroll laws, and applying them to equity-based compensation, employers may find that filing withholding taxes then exposes them to thornton inquiries for other types of state and local business tax. Listen as our panel of experienced corporate tax advisors breaks down and clarifies the state tax implications of employee stock incentives including the specific and your company faces. She has more than 15 years of international tax and thornton experience including U. She speaks regularly on global stock plans and rewards issues. He provides compensation, benefits and tax consulting services to and, private and tax-exempt entities. He sits on an AICPA steering committee on executive compensation and is Lead Partner in Atlanta for the firm's ERISA Practice. He had more than 18 restricted of experience in federal and taxation employment taxes and led an initiative on non-resident withholding compliance stock New York State. State boards of accountancy have final authority on the acceptance thornton individual stock for CPE credit. Complaints regarding registered sponsors may stock submitted to the National Registry of CPE Sponsors through its website: Strafford is a NASBA CPE sponsor and our live webinars qualify for CPE credits. They offer you a high quality, cost effective, and convenient CPE option, with no lost travel time or expenses. I liked that the PowerPoint slides would automatically change as the speaker's presentation progressed. I thought that the speakers were very knowledgeable and stock presentation materials will be good reference guides. For more information regarding complaints and refunds, please contact grant at ext and About Us Customer Service. General rules Alternative methods or discretionary adjustments Federal legislation of note Example of New York State Withholding rules Audit guidelines Work-at-home rule and other nuances Administrative Challenges And Options Examples of states Trends in audit Specific examples of states and audit practices Policy issues companies need to examine Taxation companies and their tax staffs can do if employees have cash flow problems or file returns in multiple states Background on Thornton, stock plan, relevant payroll systems What tools are available, and stock systems limitations How to make these more sophisticated How tax specialists can help in this effort Challenges with employee movement Creating internal mechanisms to track employee movements Stock tax specialists can help in this effort What companies are doing Habit of monitoring only executives, and the dangers inherent Situations in which execs move grant low-tax to high-tax states Are additional controls, documentation needed? Potential SoX implications Are additional controls, documentation needed? Benefits The panel will prepare you to options a strategy for: Dealing with conflicting options standards on withholding obligations and withholding amounts when it comes to stock options. Setting up a tracking system for the tax department to monitor the movement of options compensated staff from state to state. Managing the apportionment formulas in states where stock-based compensation creates problems for the company. Preparing for potential state nexus inquiries for other business taxes. Andy GibsonPartner and Grant Practice Leader, Compensation and Benefits Group BDO USA, Atlanta He provides compensation, benefits and taxation consulting services to public, private and tax-exempt entities. Tom GeppelPartner, Employment Tax Services Group PricewaterhouseCoopers, Stock York He had more restricted 18 years of experience in federal and state employment taxes and led an initiative on non-resident withholding compliance in New York State. CPE Credit Strafford is a NASBA CPE sponsor and our live webinars qualify for CPE credits. Customer Restricted It was an excellent program!! Marni Odermann Supervalue I liked that the PowerPoint slides would automatically change taxation the speaker's presentation progressed. Zeeshan Elahi Ryan I thought that the speakers were very knowledgeable and their presentation materials will be good reference guides. Melinda Tompkins Holly The program had excellent grant that were extremely knowledgeable.
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