Record-keeping for Mobility Management and Jurisdictional Taxation of Equity Comp
From Our Equity Compensation Webinar SeriesEach 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 MeetingGovernments 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.
- Establish a reliable data collection system to gather and monitor key details that will determine the appropriate tax treatment of equity award income for employees on the move
- Identify the tax and social security withholding/reporting obligations and state- and country-specific exceptions that apply for mobile employees, as well as the regulatory requirements that may apply in various countries to which employees transfer
This Webinar has already taken place. It is available as a free replay in the members-only area of this site.
| Record-keeping for Mobility Management and Jurisdictional Taxation of Equity Comp |
Denise Glagau, Sinead Kelly, and Alison Wright, Baker & McKenzie LLP
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.