Presented By:

Thank you for registering for our Masterclass: Beyond the Basics: Navigating the Hidden Complexities of ESPPs. We hope you find the session valuable and gain actionable insights to optimize your Employee Stock Purchase Plan.
Key Topics Covered:
- Plan Design Trade-Offs – Qualified vs. Non-Qualified ESPPs & “Cadillac plans”
- Global Implementation – Managing compliance across multiple jurisdictions
- Payroll & Administration – Addressing payroll strain, share transfers, and the $25K limit
- Accounting & Tax Considerations – Understanding cost impacts for companies & employees
Key resources from the session:
Panelists

Liz Stoudt
Partner, Infinite Equity

Jen Tardif
Director of Stock Plan Administration, Infinite Equity