Discussion will include U.S. and international employer tax obligations for various types of equity compensation, timing of tax deposits, withholding and penalities, payroll compliance, corporate reporting obligations and the latest update on withholding rate approaches.
Our presenters will be Rive Rutke and Mary Rathert, from Global Employer Services, Deloitte Tax LLP
Rive is a leader of the National Global Rewards practice within the Global Employer Services (GES) service line of Deloitte Tax LLP. She has over 18 years of global compensation and benefits experience.
She has led numerous international equity plan projects, including global implementations of Deferred Compensation, Stock Option, Restricted Stock, and Employee Stock Purchase Plans as well as aiding companies with tax, regulatory, and corporate tax advice as a result of the implementation of global equity plans.
Rive has also led the implementation of global compensation initiatives for clients specifically focusing on the design and implementation of international benefit and tenure award programs.
Rive has also had extensive experience with respect to the management of international mobility policies, multi-country tax planning, and compensation structuring for many large multinational clients. Her responsibilities also include coordination of U.S. and local-country tax compliance and consulting services for clients worldwide.
She is a Certified Public Accountant, having received her Bachelor of Science degree in Accountancy from the University of Illinois at Champaign-Urbana. Rive is a CEPI Advisory Board member and a member of the AICPA, Illinois CPA Society, Global Equity Organization (GEO), and NASPP.
Mary is a Manger in the Global Employer Services practice at Deloitte Tax in Chicago with six years of experience helping clients comply with and manage their tax obligations on a US domestic and international basis. Mary has specific experience in the area of global equity taxation including consulting on and articulating the tax technical positions for equity awards in foreign jurisdictions in which the clients offer equity vehicles. Mary also has broad experience consulting on US compensation and benefits issues, including payroll tax compliance, benefit plan administration and US compensation issues related to mergers and acquisitions.
In addition, Mary has assisted in large scale global mobility program transformations helping clients streamline processes and procedures for managing expatriate employees. As well as specific experience helping clients manage their US and global short-term business traveler populations.
Mary is a Certified Public Accountant, having received her Bachelor of Science degree in Accountancy and Masters of Science in Accountancy from Southern Illinois University. She is a member of the AICPA and Illinois CPA Society.
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