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Calendar of Upcoming Events for the PHILADELPHIA Chapter

Prior Events

Date and Time:3/8/2017 8:30 am
Event:March PHL NASPP Chapter Event with Deloitte
Topic:Jetsetters, Global Footprints, Trailing Tax Liabilities – Importing & Exporting Equity Awards and Other Hot Topics
Location:Deloitte Office, 1700 Market Street, Philadelphia, PA 19103
Contact:Joel Joseph
Contact Phone:+1(215) 255-1832
Contact Email:JJoseph@radford.com
Description:

Multinational companies large and small have an increasing population of globally mobile employees, including those with equity awards. Not only have tax and regulatory authorities become more scrutinizing of equity awards generally, they have increased focus on taxing equity awards considered partially earned in their jurisdictions. Despite the heightened scrutiny, many companies are still trying to determine approaches to compliance due to budget constraints and the administrative burden of identifying and tracking mobile employees. In this session, Deloitte Tax LLP will lead a discussion on the issues companies face with respect to US domestic and globally mobile equity holders. We will explore relevant technical issues, and provide practical insight into approaches we see companies adopting to balance risk against costs. Key discussion topics will include: 

 • Types of mobile employees (e.g., assignees/expats, permanent transfers, business travelers). Identifying and tracking the population.  

• Tax rules around sourcing of income for mobile employees. 

 • Employer withholding and reporting obligations.  

 • Current regulatory landscape. 

 • Practical approaches to risk and cost management. 

The discussion will also include recent related regulatory updates. 

Breakfast and Registration 8:30 – 9:00 am

Program: 9:00 – 10:30 am

More Information:
Continuing Education Credits: 1.5 CEP (Taxation)
Date and Time:4/26/2017 8:30 am - 10:30 am
Event:April PHL NASPP Chapter Event with Morgan Stanley
Topic:10b5-1 plans and Shareholder Engagement
Location:Brandywine Realty Trust 555 East Lancaster Avenue Suite 100 Radnor, PA 19087
Contact:Elena Thomas
Contact Phone:610 359-5870
Contact Email:ethomas@optiontrax.com
Description:
More Information:
Continuing Education Credits: 1.5 CEP (Various)