Employee Equity & Incentive Tax

Tax design and settlement for equity plans such as share options, RSUs and phantom shares. We structure plans so the taxable moment and rate are clear for participants, and keep employer reporting and withholding in order.

What this covers

Tax treatment of ESOP, share options, RSUs and phantom shares
Timing of the taxable event and applicable PIT rate
Qualification under the preferential capital-gains treatment for share schemes
Employer withholding and reporting obligations on plan events
Plan documentation reviewed for tax efficiency
Cross-border participant taxation and sourcing rules
Social security (ZUS) exposure on incentive awards
Valuation and taxable-benefit analysis at grant, vesting and exercise
Founder and key-employee rollover on a transaction
PIT-8C and information reporting for participants
Coordination with corporate ESOP governance and cap table
Participant communications on tax consequences
Exit-event modelling for plan holders

Employee Equity & Incentive Tax

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