Calendar of Upcoming Events for the SEATTLE Chapter

Prior Events

Date and Time:7/27/2016 11:30am-1:00pm
Event:Seattle Chapter NASPP Lunch Meeting
Topic:Mobility Taxation: A Continuum of Solutions
Location:1201 3rd Ave. Suite 4900 Seattle, WA 98101
Contact:Emily Curcio
Contact Phone:206-674-3033


Tim Oakes - Managing Director, Moss Adams, Business Solutions Group

Megan Hunt - Senior Equity Programs Manager, Nordstrom, Inc.

Mobility Taxation is hard. Taxing authorities are increasingly turning their attention to equity award income earned by mobile employees as a source of tax revenue. No matter the size of your business, if you offer equity compensation and have employees on the move, you will be affected. Making things more difficult: over time the rules change, organizations change and grow, policies change, and employees demand better access and control over their equity awards. The tools you currently use may (or may not) have worked well in the past, but in changing conditions they may no longer be up to the task.

In this session we will look at the real world dilemmas faced by stock plan administrators as they administer company policy, work with one or more payroll systems, keep the taxing authorities happy and make life as easy as possible for their mobile employees. There is no one size fits all way to tackle this problem. This session will help you better understand where mine fields exist and how others have navigated through them.

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