If your perspective on mobility and taxation predates your face mask, it’s time to look at what is happening today on this hot topic.
Even before 2020, companies were increasingly focused on employee mobility and the tax treatment of equity compensation. And then 2020 vaulted this hot topic into the red-hot category. While business travel and relocation nearly ground to a halt, the overnight pivot to remote work resulted in a significant portion of employee populations suddenly able to do their job in a tax jurisdiction different from where they were hired and a host of other pandemic-produced mobility complexities.
To help companies make better decisions about their mobile employee population, the NASPP and Fidelity worked together to help answer the multitude of questions on this pressing topic in the first installment of the Equity Compensation Outlook survey series. What did we learn?
If you are feeling overwhelmed by a pandemic-induced increase in mobility issues, you can rest assured that you aren’t the only one.
These findings reinforce what many companies have been feeling—the pressure is on to find mobility solutions that work for the future of your workforce. (If your company hasn’t started to think through a policy about remote work going forward, now might be the time!) These findings are just the tip of the iceberg. Mark your calendar for our April 21 webcast to learn more about today’s mobility metrics.
As head of Fidelity Stock Plan Services' Industry Relationships and Thought Leadership, Emily drives connections with the stock plan industry and focuses on developing data-driven insights on equity compensation plan design, usage, and effectiveness based on quantitative and qualitative research to help plan sponsors make more informed decisions about their equity plans and processes.
With over 20 years in the industry, Emily is recognized for deep knowledge of and enthusiasm for equity compensation. She is a frequent speaker and author on topics to help educate employers, advisors, and the media. Emily is a board member for the Certified Equity Professional Institute, member of the NASPP Executive Advisory Committee, and a recipient of the NASPP Individual Achievement Award. She is a Certified Equity Professional and holds Series 7 and 63 securities registrations.
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