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.
A further look into some of the Global mobility situations resulting from COVID-19 and what companies should be doing about them. Bonus: A preview into our new and improved Equity Expert podcast series.
Marlene Zobayan of Rutlen Associates explores three global mobility situations arising from the COVID-19 pandemic.
Top Trends in Global Stock Plans
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.
Get a Handle on Mobility Tax Compliance!
Focus on the growing definition of mobility and more complex global tax issues
Real world solutions and practical approaches for addressing mobility issues.
This is an informal survey of practices in administering equity for employees who are globally mobile.
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