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Courses/Accounting & Tax/Tax Planning & Compliance

Employee Share Schemes: Tax Compliance & Strategic Insights

Understand and manage tax implications for employee equity stakes to ensure compliance and avoid penalties.

Created byTEO Training
BeginnerUpdated Jan 20, 2025
Employee Share Schemes: Tax Compliance & Strategic Insights

What You'll Learn

check_circleUnderstand what an employee share scheme is and whether you or your client has one (these schemes are not limited to large corporations).
check_circleUnderstand the obligations of both the employer and the employee.
check_circleIdentify actions that can be taken now if you or your client has not complied.
check_circlePrepare businesses for proactive compliance checks by understanding Inland Revenue's focus on employee equity schemes.

About This Course

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:

  • Giving employees shares in a business,
  • Selling employees shares in return for a loan,
  • Selling employees shares at less than market value,
  • Selling employees shares at market value, 
  • Providing employees with share options.

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.

Your Instructors

TEO Training
TEO Training
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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.

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What Students Are Saying

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Frequently Asked Questions

We are a registered provider with 300+ associations and regulatory bodies worldwide. We operate across 27 global markets including Canada, the US, Australia, and the UK. Every course page clearly displays its specific accreditations. Upon completion, you receive a professional certificate that can be validated online. Our certificates include all necessary accreditation details, credit hours, and completion dates, and are formatted specifically to meet the submission requirements of most global regulatory bodies.

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