BarbriSFCourseDetails
  • videocam Live Online with Live Q&A
  • calendar_month November 18, 2025 @ 1:00 p.m. ET./10:00 a.m. PT
  • signal_cellular_alt Intermediate
  • card_travel ERISA
  • schedule 90 minutes

Equity Grants to PEO/EOR Workers: Plan Design and Governance, Tax Implications, Foreign Employee Issues

$297.00

This course is $0 with these passes:

CLE
ALL
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Description

Multijurisdictional companies, or those seeking to expand into new jurisdictions, typically turn to PEO/EORs to engage local workers. At times, these companies may consider offering equity grants to PEO/EOR employees. However, such arrangements involve significant risks, including labor and employment law risks, tax implications, and other risks directly impacting a company's compensation and equity program.

A PEO/EOR is a third-party employer that hires workers as its direct employees to administer payroll and benefits, while those workers provide services to another company. If a company grants equity to these PEO/EOR employees, it will be subject to specific tax and legal implications and challenges because granting equity to PEO/EOR workers can be significantly different from granting it to direct employees or independent contractors.

In addition, companies preparing to grant equity in a new jurisdiction must confirm the grantee’s status under local law, which can profoundly impact equity plan compliance as well as the local compliance obligations and tasks that the PEO/EOR is willing to undertake.

Listen as our panel discusses best practices for structuring equity grants to PEO/EOR workers, plan design and governance issues, critical tax implications and restrictions, challenges for foreign employees, and implementation considerations.

Presented By

Barbara Klementz
Partner
Baker Mckenzie, LLP

Ms. Klementz is the chair of Baker McKenzie’s North American Compensation Practice. She has practiced in the area of global equity and executive compensation for over 20 years. Ms. Klementz has authored several articles on global equity issues for the BNA Executive Compensation Journal, Journal of Corporate Taxation and San Francisco and Los Angeles Daily Journal, among others, and she is the author of a blog on global equity related topics called the Global Equity Equation. She is also a frequent speaker on a variety of global equity topics. Ms. Klementz is recognized as a ranked practitioner by Chambers USA. Chambers states that she "consistently delivers top-notch assistance and work product, and is a true expert in the field." She is admitted to private practice in California and Düsseldorf, Germany.

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Marlene Zobayan
Partner
Rutlen Associates, LLC

Ms. Zobayan has over twenty years of international tax and benefits experience, including global equity plans, mobile employee taxation, global compensation and benefits. She provides a range of services to her clients, including global equity plan design, tax reviews and tax optimization, assistance with local approvals and filings, communications, and designing administrative processes. Ms. Zobayan is a regular speaker and author on global stock plan and rewards issues. Prior to joining Rutlen Associates, she was the practice leader on the West Coast for Deloitte Tax's Global Rewards group and managed their news alerts for global equity plan changes.

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Credit Information

  • This 90-minute webinar is eligible in most states for 1.5 CLE credits.


  • Live Online


    On Demand

Date + Time

  • event

    Tuesday, November 18, 2025

  • schedule

    1:00 p.m. ET./10:00 a.m. PT

I. Plan design and governance issues

II. Tax obligations and restrictions

III. Key cross-border considerations

IV. Regulatory considerations

V. Best practices in structuring equity grants to PEO/EOR workers

The panel will review these and other high priority issues:

  • What plan design and governance impact equity grants to PEO/EOR employees?
  • What are the essential legal considerations for granting equity to PEO/EOR workers?
  • What are the tax implications and pitfalls to avoid for the company and PEO/EOR workers?
  • What are the labor and employment law implications?
  • What are best practices in structuring equity grants for counsel and companies?