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Taxation of Mobile Employees

Your Taxation Guide in the New Era of Employee Mobility

Our workforce is more mobile than ever before. While good news for employees, it can be an immense challenge for stock plan professionals. Just a few of the common headaches faced with mobility and equity compensation taxation include: 

  • How do you track where employees work and reside throughout their grant lifecycle? 

  • How do you ensure correct tax treatment by country and state?  

  • Are your processes avoiding double taxation and facilitating efficient payroll processes? 

Reduce your frustration and chart a rock-solid path forward with this program outlining the who, what, when, where, and how of taxation for equity grants in this modern era of mobility. Topics covered include: 

  • Identifying and tracking your mobile employees and how to source their income for each taxable event 

  • Tax treatment variances from country to country and state to state, with special focus on those geographies with unique challenges 

  • Global mobility issues, including tax treaties, totalization agreements. and foreign tax credits 

  • Common reporting and payroll issues 

Ideal Development Opportunity For

 

  • Tax professionals
  • Stock plan administrators
  • Payroll professionals
  • Mobility professionals

Program Level

Intermediate

Pre-Requisites

Participants should have an understanding of the features, characteristics, and tax treatment of stock options and full value equity awards.

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2 expert-led modules

 

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On-demand to fit your schedule

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Quizzes to test your skills and apply your knowledge

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Certificate and transcript awarded upon completion

Learning Modules

Module 1 - State Mobility

Get an introduction to mobility, how to identify mobile employees, and how to source their income at each taxable event to the appropriate jurisdiction. You'll then get an overview of mobility within the US, including challenges with variances in state-to-state taxation.


2 hours of continuing education for CEPs.

Module 2 - Global Mobility

Various mobility issues arise with globally mobile employees. Find out what to look for, which countries present unique challenges, and more.

2.00 hours of continuing education for CEPs