Are you looking to provide employees with shares?

Maybe you want to reward the employee? Maybe you want to lock the employee into your business? Maybe you are looking at succession planning and the best way to do it is to bring an existing employee in as an owner.

Whatever the reason, if you are providing shares to employees in any manner, there may be reporting and tax obligations that you need to comply with.

In this webinar we will work through different methods to provide employees with shares, how these different methods are taxed or not taxed, how the transaction is to be reported or if reporting is not required.

Upon satisfactory completion of this activity, you will be able to:

• Identify material tax issues involved with various employee share schemes;
• Have the ability to analyse and tailor the terms of an employee share scheme to best achieve the desired commercial position in a tax efficient manner.

Suited to:

• Accountants and lawyers that are advising on business succession planning. Particularly those smaller businesses where the owner is looking to bring on an employee as an owner as part of this succession, or where the next generation is working in the business.
• Those working in internal finance functions where share schemes are being contemplated or are in place – it is you who are going to field questions from employees as to what this means for them and will likely be faced with implementing and accounting for these schemes.
• External and internal professional advisors and other personnel with an interest in employee remuneration and incentives and the benefits and pitfalls of implementing an employee share scheme.

PRESENTER

Richard Muth, Senior Manager – Tax Advisory, Findex/Crowe

Richard Muth is an experienced taxation practitioner at Findex / Crowe having more than 1 years of experience with clients ranging from large multinational groups, Australasian groups, New Zealand based SMEs along with high net worth individuals.
Richard has significant experience with the tax consequences of employee remuneration and incentives, including employee share schemes.