Understand and manage tax implications for employee equity stakes to ensure compliance and avoid penalties.
Many employers help their employees take an equity stake in their business, often without understanding the tax implications or even realizing it creates tax obligations. Inland Revenue is currently actively checking whether taxpayers are meeting their tax obligations when issuing shares to employees or receiving shares from their employer.
Tax obligations can arise if your clients or you are:
This webinar will outline the tax implications and obligations for both the employer and the employee. It will also address what to do if you have not complied with these obligations.
Suitable for: Those advising, managing the finance function, or owning a small to medium business where an employee has been provided an equity stake within the last four years or is about to be provided equity.
TEO Training provides practical learning experiences on primarily tax-related topics for accountants, lawyers and business advisors across New Zealand.
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.
