Troutman Pepper Partner Sheri Adler recently joined Meredith Ervine on The Pay & Proxy Podcast from Compensation Standards, to discuss the upcoming shift to T+1 settlement and the impact on equity award tax withholding. The podcast can be accessed here. Topics discussed include:

  • When tax becomes due for common types of equity awards;
  • Withholding methods for employers;
  • Employer responsibilities for depositing federal income tax withheld;
  • Potential penalties for a failure to timely deposit;
  • New timing for depositing tax following the shift to T+1 settlement;
  • Actions and considerations before the May 28 effective date of T+1 settlement.
Photo of Sheri Adler Sheri Adler

Sheri advises boards, compensation committees, and companies on executive compensation matters. She designs and documents equity incentives, cash bonus arrangements, employee stock purchase plans, and deferred compensation plans. Sheri also negotiates individual contractual arrangements with C-suite executives, including employment, retention, change in control…

Sheri advises boards, compensation committees, and companies on executive compensation matters. She designs and documents equity incentives, cash bonus arrangements, employee stock purchase plans, and deferred compensation plans. Sheri also negotiates individual contractual arrangements with C-suite executives, including employment, retention, change in control, severance, and separation agreements.

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