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Courses/Tax/Corporate Tax *

Employee Share Schemes: Tax Considerations

Understand tax implications of employee share schemes, covering types of schemes, compliance requirements, and practical scenarios for employers and employees.

Created byTEO Training
5.0
(3 reviews)
BeginnerUpdated Jan 18, 2025
Employee Share Schemes: Tax Considerations

What You'll Learn

check_circleIdentify material tax issues involved with various employee share schemes
check_circleAnalyse and tailor the terms of an employee share scheme to best achieve the desired commercial position in a tax efficient manner

About This Course

In this new world of attracting and retaining talented employees, employee share schemes are being discussed more often.

But what is an employee share scheme? When should they be considered? What are some of the reasons they fail? What are employers’ obligations? How are employees taxed? How do we approach employees about these, and when?

These questions all need to be considered when forming and implementing an employee share scheme, and there are a multitude of possible answers.

In this webinar, we will look at: 

  • Common types of employee share schemes, and alternatives
  • Tax consequences for employees – when are employees taxed, how can employees and employers work together to mitigate some of the potential consequences of this
  • Reporting and valuation obligations on employers, and how employers can satisfy these obligations
  • What tax deductions are available for employers
  • What simple steps could be taken to ensure greater success with implementing the share scheme

Suited to:

  • Founders, angel investors and board members for start ups where employee share schemes are being contemplated
  • Those working in internal finance functions where share schemes are being contemplated or are in place – it is you who field questions from employees as to what this means for them and will likely be faced with implementing and accounting for these schemes
  • Accountants and lawyers advising business owners and expanding businesses
  • 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

Your Instructors

TEO Training
TEO Training
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star214 reviews

TEO Training provides practical learning experiences on primarily tax-related topics for accountants, lawyers and business advisors across New Zealand.

Richard  Muth
Richard Muth

Senior Manager – Tax Advisory, Findex/Crowe

Richard Muth is an experienced taxation practitioner at Findex/Crowe, with more than 10 years of experience, working with clients ranging from large multinational groups, Australasian groups, New Zealand-based SMEs, along with high net worth individuals. A core specialty of Richard’s is helping expatriates and their employers understand and manage their tax implications and obligations.

Credit Information

What Students Are Saying

5.0
Student's Choice
3 reviews

Frequently Asked Questions

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