Build Your Mobility Tax Compliance Program

Build Your Mobility Tax Compliance Program

March 13, 2019, 1:00 PM

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Join industry experts as they guide you through building or expanding your income sourcing program. Both US and global plans will be covered. Discover strategies to best assess risk exposure, secure people resources to define tax policies, and utilize system resources to manage mobile taxation in the face of varying legislation.

Among other topics, this program will include:

  • Creating or updating your equity compensation tax policies;
  • Conducting a risk exposure and best practices for mitigation strategies;
  • Developing a proposal for your compliance project and getting essential resource commitment from stakeholders;
  • Determining what your system capabilities are to track your employees’ mobility and manage taxation.


  • Nicole C. Calabro, Baker & McKenzie LLP
  • Virginia M. Crofoot, CPA, CEP, Charles Schwab & Co. Inc.
  • Melissa Howell, CEP, Charles Schwab & Co. Inc.
  • Wendy Jennings, CEP, Cisco Systems, Inc.

Continuing Education

This program qualifies for continuing education for Certified Equity Professionals (CEPs). Please keep a record of your attendance and refer to the CEP Institute standards to determine the amount of credit you can receive.