Mobility & Equity - The Deep Dive

Mobility & Equity - The Deep Dive

May 23, 2018, 1:00 PM




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The growing definition of mobility, along with increased scrutiny and sophistication of global tax authorities has created unique and complex compliance issues for both employers and individuals.  Our panelists will address the tough questions and help you understand equity-related issues associated with payroll transfers, long and short-term assignees and other movers.  Additionally, they will present real examples of country-specific differences in treatment for South America, Europe and Asia.

Among other topics, this program will include:
  • An overview of the mobility issue for equity grants;
  • Considerations for various mobility types including international payroll transfers, US state to state transfers and international assignees;
  • Hypothetical tax rate and equalization implications for companies and plan participants;
  • Examples of country-specific differences in tax treatment including considerations in South America, Europe and Asia.

Presenters 

  • Caroline Durbin, Deloitte
  • Katie Raver, Deloitte

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.