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COVID-19: Impact on Mobility and TaxesIncludes Credits
Join us for the next webcast in GEO’s series on the current environment's influence on your company's global equity and executive compensation plans. COVID-19 has already had a profound impact on our lives, but did you know it can also have an impact on your participants' taxes? This presentation will focus on three areas impacted by the current pandemic and the resulting fall in share prices. Firstly, the, somewhat ironic, impact on mobility taxation due to shelter in place rules including tax issues for employees who cannot relocate as planned and those that may even break residency rules as a result of extended stays. Then the panel will cover what the tax authorities are doing to help, including delays in tax filing and tax payment deadlines, not just in the U.S. but beyond. Finally, the panel will look at the problem of participants who have tax losses due to falling share prices.
Mobility 2.0 - Mobile Employee Taxation Advanced TopicsIncludes Credits
So you think you’ve got mobile employee equity taxation figured out? Are you sure…? If you are looking for a fresh perspective on global mobility, then this presentation is for you. We’ll go beyond the basics, focusing our time on some of the more advanced taxation and data challenges that can catch even the most experienced practitioner by surprise. This team of seasoned experts will discuss some of the common, but sometimes surprising issues they have encountered after sourcing solutions for mobile employee equity taxation, along with practical recommendations on how to manage them. Discussion topics will include tax equalization, tax-qualified plans, major countries with unusual or surprising sourcing rules, pre-grant vesting commencement, payroll functional requirements, and more. If you deal with mobility, you won’t want to miss this presentation!
ESPP Vision: 20/20 in 2020
At the start of a new decade, perfect ESPP vision is within reach for all. Fidelity’s 2020 ESPP Data Analysis is hot off the press and offers more slices than a New York City pizzeria. Slices of data that is! Join these ESPP aficionados for a deep dive into today’s ESPPs, what drives participation, and tips and tricks for making the most of your ESPP. Whether you are considering an ESPP, looking to benchmark your current ESPP, or hoping to get more out of your ESPP, this session is custom made for you and will leave you with the clearest ESPP vision.
Introduction to Global Share Plans (Bootcamp Video)
GEO’s Global Share Plan Basics Bootcamp provided a practical introduction to global share plans. This program, specifically designed for emerging practitioners, brought together experts from accounting, tax, legal, and administrative disciplines to partner with Issuer colleagues and present attendees with a globally-focused starter pack of core concepts and real-life case studies. Areas covered in this track include introductions to securities law and compliance, taxation, mobility, accounting and reporting, and executive compensation. Also integrated into the program is a pragmatic overview of global share plan communications, understanding employee perspectives, administrator challenges and dealing with risk areas such as data privacy and data security. The program series is wrapped up with a hands-on Microsoft Excel session covering some of the most frequently utilized functions by share plan professionals. Ideal candidates are in their first few years of developing a career in the equity compensation world or those interested a “big picture” basic overview of our industry. Each topic covered by our presenters focused on both the global perspective and the practical application of the concepts covered. Each session was presented by an industry expert in a specific field of discipline and, when appropriate, co-presented with a peer Issuer to provide case study perspective. This session: - Introduction to Global Share Plans Overall Program LineUp: - Introduction to Global Share Plans - Securities Laws & Compliance - Overview of Share Plan Taxation - Basic Accounting & Reporting - Introduction to Mobility - Introduction to Executive Compensation - Data Privacy - Excel Essentials for Global Share Plan Practitioners
As the World Turns, Updates from Around the Globe!Includes Credits
Please join us for this webcast covering updates and new developments affecting companies offering global employee equity plans. The discussion will include the complexities with stay-at-home workforces globally, tax relief and reform related to COVID-19 that could impact equity plans, Brexit, and tax and regulatory changes. We will provide you with the information you need to know and also share with you best practices and creative ideas for how these changes and challenges are best addressed. Stay safe and dial-in for this informative webcast!
Global Equity Taxes and Practices: Are You Ready for 2020?
Start 2020 fresh and informed on the latest tax and regulatory updates. Compensation season is upon us and many key activities take place during this period for your equity program. Understanding the impact legislative changes have on employer and employee helps corporate issuers to more cost-effectively deliver awards and manage your program.
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