Mobility (domestic)

Written by Marlene Zobayan of Rutlen Associates, this paper provides a summary of the state tax treatment of domestically mobile employees.

This paper provides an overview of some of the tax and legal considerations that companies should consider when dealing with the mobile employee equity dilemma. It is intended to be a helpful guide to understanding the key issues and provide information on steps to take to begin tracking equity awards and sourcing equity income appropriately.

Emily Cervino of Fidelity Stock Plan Services discusses new findings on how the pandemic and shelter-in-place orders have changed the landscape when it comes to mobile employees and offers a few other fun facts about mobility compliance.

Four key concepts to understand on how state taxes apply when employees live and work in multiple states during the life of their awards,

A new law in Pennsylvania could require companies to withhold PA personal income tax on compensation paid to nonresident outside directors and other nonemployees.

This is a sample of a worksheet used to calculate the income allocation and tax withholding rate for an employee whose income is split between the U.S. and the UK. It is based on this particular company's own risk assessment and particular circumstances and may not be applicable to other company mobility scenarios.

Which State Are Your Employees In?

Get a Handle on Mobility Tax Compliance!

Learn important strategies for dealing with domestic mobile employees!

This quick survey reports on compliance and administrative practices for state-to-state mobile employees, including assignees, transfers, and business travelers.

Highlights of the 2017 Domestic Stock Plan Administration Survey, cosponsored by the NASPP and Deloitte Consulting LLP.

Arizona individual income tax treatment of stock options when there is a change in residency.