Amy is a manager in the Global Rewards and Equity practice of Deloitte Tax, specializing in global equity compensation consulting for internationally mobile and international “domestic” employees. Amy consults on the expansion of US based programs to overseas locations, including assessment of the tax and regulatory implications before global roll-out, and the implementation of corporate recharge arrangements to generate corporate tax deduction in non-US locations. Amy also assists clients in ensuring proper withholding methodologies are implemented to facilitate payroll tax compliance and addressing their mobile employee equity compliance responsibilities. Amy has over 12 years of experience with US and international tax and payroll compliance for multinational clients (including several Fortune 500 companies), as well as development and implementation of mobile employee policies to address the challenges associated mobile employees.
Caroline is a senior consultant based out of Houston in the Global Rewards and Equity practice of Deloitte Tax, specializing in global equity compensation consulting for internationally mobile and international “domestic” employees. Caroline consults on new tax and regulatory developments related to share plans globally, advises tax withholding and reporting calculations at equity events, provides practical downstream assistance to clients operating outside of the US, and has experience implementing technology-based solutions to address challenges associated with mobile employees holding equity. Caroline also provides advice for improving education, engagement, and overall experience of plan participants throughout the equity award life cycle.