MASTERCLASS | REPLAY

Beyond the Basics: Navigating the Hidden Complexities of ESPPs

Presented By:

Infinite Equity Logo

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
Play Video

Key resources from the session:

Panelists

Elizabeth Stoudt

Liz Stoudt

Partner, Infinite Equity 

Jen Tardif

Jen Tardif

Director of Stock Plan Administration, Infinite Equity

© Infinite Equity, Inc., 2025, All Rights Reserved

Privacy Policy   |   GDPR