))
Episode 9 - High Maintenance Equity Offering — Considerations for a Global ESPP
Archived series ("Inactive feed" status)
When?
This feed was archived on July 08, 2018 22:12 (
Why? Inactive feed status. Our servers were unable to retrieve a valid podcast feed for a sustained period.
What now? You might be able to find a more up-to-date version using the search function. This series will no longer be checked for updates. If you believe this to be in error, please check if the publisher's feed link below is valid and contact support to request the feed be restored or if you have any other concerns about this.
Manage episode 163968011 series 1288027
Content provided by Kate Konieczny and McKenzie Global Equity Services Practice. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Kate Konieczny and McKenzie Global Equity Services Practice or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Brian Wydajewski welcomes Aimee Soodan — Global Equity Services Partner at Baker & McKenzie — to talk about employee stock purchase plans and best practices in implementing such complex programs.
In this 10-episode series of Talking Stock, Baker & McKenzie's Global Equity Services Practice outlines 10 strategies to maximize the rewards and mitigate the risks of your global equity program.
Key Takeaways:[0:08] Esq. Soodan explains how existing 423 plans cannot be used “as is” outside of the U.S., both because of code section 423 requirements and local law.
[3:22] Key challenges in the context of non-U.S. ESPP are numerous, but the main categories covered here are securities law, exchange control, tax and labor and employment.
[8:07] Best practices for ESPP outside of the U.S. include establishing a minimum threshold, internationalizing documents, annual reviews of local law and local reporting requirements.
[11:07] Esq. Wydajewski summarizes the key aspects of implementing an ESPP program and introduces the next episode.
Mentioned in This Episode:ESPP Under Internal Revenue Code 423
Disclaimer:
Baker & McKenzie International is a Swiss Verein with member law firms around the world. In accordance with the common terminology used in professional service organizations, reference to a "partner" means a person who is a partner, or equivalent, in such a law firm. Similarly, reference to an "office" means an office of any such law firm. This may qualify as "Attorney Advertising" requiring notice in some jurisdictions. Prior results do not guarantee a similar outcome. Before you send e-mail to Baker & McKenzie, please be aware that your communications with us through this message will not create a lawyer-client relationship with us. Do not send us any information that you or anyone else considers to be confidential or secret unless we have first agreed to be your lawyers in that matter. Any information you send us before we agree to be your lawyers cannot be protected from disclosure.
18 episodes
Share
