Taxation of Mobile Employees

Why this program is critical:

  • Today’s workforce is more mobile than ever before, making it challenging for employers to track where employees are working throughout the grant lifecycle;
  • Tax treatment varies considerably by country, and even by state; it is critical to apply the correct tax treatment to employees’ awards;
  • To mitigate double taxation, companies must track where tax treaties exist and where foreign tax credits may be available.

How we present the course:

  • Webcast sessions with industry experts will explore complex tax, accounting and administrative issues.
  • Supplemental materials provide in-depth coverage of session topics.
  • Interactive quizzes reinforce learning and test your comprehension of the materials presented.

All webcasts are archived and available online after the live presentation. You can begin the program at any time!

What we cover:

Two webcasts scheduled in one week cover will cover a broad range of topics, including:

  • Who your mobile employees are and sourcing their income to each taxable event;
  • State-to-state complexities, including a discussion of several states with unique challenges;
  • International mobility issues, including tax treaties, totalization agreements and foreign tax credits;
  • Reporting and payroll issues.
Class Schedule:

This session will begin with an introduction to mobility, including a discussion of who your mobile employees are and sourcing their income at each taxable event to the appropriate jurisdiction.  The session will move on to an examination of mobility within the US, variations and challenges with state to state taxation.

Speakers:

  • Pam Jackson, Visa, Inc.
  • Mindy Mayo, Ryan, LLC
  • Marlene Zobayan, Rutlen Associates

2.00 hours of continuing education for CEPs

The second webcast will focus on mobility issues which arise with globally mobile employees and will look at various countries where unique challenges occur.

Speakers:

  • Cathy Goonetilleke, EY
  • Stephanie Greenwald, Qualcomm
  • Marlene Zobayan, Rutlen Associates

2.00 hours of continuing education for CEPs