The Continued Importance of a Mobile Strategy

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Having a clear, established tax mobility tracking strategy is critical, even more so in the face of unexpected changes. A well-crafted strategy, one that includes third-party guidance and expertise, can help support a compliant tax policy for both the corporate issuer and its employees.
 
Employees in the pre-COVID world were increasingly mobile, and companies of any type or size had to be mindful of the tax impact of that movement.  Now, with COVID-19 changing many aspects of modern work, many companies are left with many questions, including whether or not their tax mobility strategy is still relevant (or ever will be again).  
This panel will offer insight and practical guidance on what it looks like to implement a mobility tracking solution, the impact on mobility strategies due to COVID-19, unique challenges and learnings from their recent experience, and application for equity compensation that you can consider for use at your firm today.

As a participant you will:
   - learn practical steps to follow when implementing a mobility tracking solution   and what challenges to look out for
   - gain an understanding of COVID-19 related challenges to mobility strategies
   - obtain guidance on the application and use of mobility

June Davenport, Shareworks by Morgan Stanley (ES)
Andrea Kagan, NVIDIA Corporation (US)
Jennifer Link, KPMG (US)
June Liu, Chevron (US)

CEP Continuing Education (CE) credit: 75 minutes

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