This paper highlights the tax implications for employees who receive awards under equity plans and the opportunity for tax savings. Topics covered include:
comparing the different plans that employers are using in the market place
why would an employee elect to pay tax in the year the awards are granted?
how to value an unlisted option
the capital gain implications when the shares are ultimately sold.
Julie is an Executive Director in KPMG’s International Executive Services practice area, with many years experience with equity based compensation, expatriate and employment tax consulting. Julie advises national
and international clients across most industry sectors on
international employee share plans for both executives and
employees and on other bonus and incentive arrangements.
Julie is well versed in the needs of senior executives
and relocating employees and has extensive experience
advising on and offering effective and practical solutions
to a range of complex expatriate tax issues. She has
experience in the development and implementation of tax
effective international remuneration packages, international
pension and tax equalisation plans, double tax agreements
and cross-border tax planning strategies. Current at 25 February 2009
The Tax Institute is a Recognised Tax Agent Association (RTAA) under the Tax Agent Services Regulations 2009.
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