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Record-keeping for Mobility Management and Jurisdictional Taxation of Equity Comp

From Our Equity Compensation Webinar Series

Each one-hour Webinar features an experienced authority in the field and discusses a requested topic.

This replay was recorded on May 21, 2014.

About This Meeting

Governments are increasingly turning their attention to equity award income realized by mobile employees as a source of tax revenue. With this increased level of scrutiny, companies granting equity awards to employees who may move to a different state or a different country after grant cannot afford to ignore proper tax compliance. Regulatory issues also present challenges that companies need to address when employees move around during the life of an award.

Learning Objectives:

This Webinar has already taken place. It is available as a free replay in the members-only area of this site.


Denise Glagau

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Baker & McKenzie LLP

Denise Glagau is a partner in the San Francisco office of Baker & McKenzie LLP and is a member of the Firm's Global Equity Services Group. She assists public and private companies in offering their employee equity and cash incentive plans around the world. Denise consults on plan design, tax considerations, securities filing and disclosure requirements, exchange control rules, labor law exposure, data privacy concerns and other compliance issues connected to offering such plans in different jurisdictions.

Denise is a member of the California State Bar and has an LL.B. from Dalhousie University Law School in Halifax, Canada and an LL.M. from Golden Gate University Law School in San Francisco, CA. She is a member of the National Association of Stock Plan Professionals and the Global Equity Organization.

Sinead Kelly

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Baker & McKenzie LLP

Sinead Kelly is a partner in the firm's Global Equity Services Practice Group in San Francisco. She advises multinational public and private companies on the design, implementation and global compliance requirements for their equity compensation plans, dealing with issues such as securities law compliance, local and cross-border tax obligations, the impact of corporate transactions, exchange control and labor law compliance and the drafting of equity plans and award agreements. Sinead is a member of the State Bar of California, the American Bar Association, the National Association of Stock Plan Professionals and the Global Equity Organization authored articles and given presentations on a wide variety of global equity topics.

Alison Wright

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Hanson Bridgett LLP

Alison practices in the area of corporate and employee benefits law. Her practice focuses on the tax, securities, and ERISA aspects of executive and equity compensation, including nonqualified deferred compensation plans, stock compensation plans, employee stock purchase plans, change in control plans, as well as perquisite programs, executive employment, and severance agreements. For 18 years, she has been advising clients regarding their traditional employee benefit plans-including 401(k) and other retirement plans-health and welfare plans, and cafeteria plans.