Executive Tax and Employee Stock Ownership

 

Employee stock ownership plans (ESOP), stock options and other similar non-cash compensation can be the most valuable component of an executive’s remuneration plan. Effective tax advice requires an in-depth understanding of these complex inclusions.

If you do not understand the tax impact of non-cash compensation you can be stuck with an unexpected tax burden. Our team has a comprehensive understanding of the potential impact of current and future non-cash compensation, including employee shares, stocks, unit or option plans, or other bonus plans.

We work with you to optimize your domestic and internationally managed non-cash compensation plans. By modelling and comparing taxation in multiple jurisdictions we keep you informed of the knowledge required to ensure that a taxation event is not triggered with unintended tax consequences, domestically or abroad.

Whether you are considering a new non-cash compensation plan or looking at movements that could trigger a taxation point, being proactive will ensure you can make effective decisions.

 
 

ADDITIONAL SERVICES WE CAN HELP YOU WITH

 
 

TAX PREPARATION


We provide assistance for all your individual tax return needs. This includes preparing and lodging your Individual State and Federal tax returns, including Forms 1040 and 1040NR.

 

TAX ADVISORY


As US tax specialists with a global perspective, we will help you navigate the local and international complexities that your financial investments bring.

 

TRUST AND ESTATE PLANNING


Our trust and estate planning team will help ensure your beneficiaries are receiving the most beneficial outcome possible. Understand your options now and make the decisions that matter.

 

ASSET PROTECTION


You put the hard work into building your personal assets. That’s why an important part of personal tax services is making strategic decisions with asset protection in mind.

 

UNDERSTAND YOUR OBLIGATIONS AND REDUCE RISK OF AN UNEXPECTED TAX BURDEN

Talk to us now to understand your situation and ensure you know the potential tax consequences of your plan. We’ll help you understand how to make effective decisions for your situation and prepare to meet your taxation obligations.

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NEWS AND UPDATES

 

Impact Of The 2025 “One Big Beautiful Bill Act” On Expat Taxation


7th Aug 2025
John Marcarian

The “One Big Beautiful Bill Act” (OBBBA), signed into law on July 4, 2025, is the most sweeping US tax overhaul since 2017  While it extends many Tax Cuts, it also introduces new...

 

Annual Filing Requirements For Foreign-Owned Companies In Singapore


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Convenience Of Employer Rule: A State Tax Trap For Digital Nomads Working For US Companies


10th Jul 2025
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Imagine working remotely from the sunny shores of Australia for a New York-based employer, thinking you're safely outside the grasp of US state taxes  Think again  Due to the...

 

Impact Of The 2025 “One Big Beautiful Bill Act” On Expat Taxation


7th Aug 2025
John Marcarian

The “One Big Beautiful Bill Act” (OBBBA), signed into law on July 4, 2025, is the most sweeping US tax overhaul since 2017  While it...

 

Annual Filing Requirements For Foreign-Owned Companies In Singapore


28th Jul 2025
Boon Tan

Singapore remains a prime hub for foreign investment due to its stable regulatory environment, pro-business tax regime, and strategic location...

 

Convenience Of Employer Rule: A State Tax Trap For Digital Nomads Working For US Companies


10th Jul 2025
John Marcarian

Imagine working remotely from the sunny shores of Australia for a New York-based employer, thinking you're safely outside the grasp of US state...