Boston NASPP and GEO Chapters March Event
Rob Melz, VP Mobility at State Street Corporation
Christopher C. Hall, Global Tax Network
Jewon Wee, ISP Advisors
Industry experts will share tips and tricks how to set up a practical strategy that involves: (i) flagging globally mobile stock plan participants in equity plan recordkeeping systems, (ii) creating an automated process to determine the equity transactions that require income proration between multiple countries, (iii) calculating multi-jurisdictional equity income allocation and withholding taxes due in each jurisdiction, (iv) managing the end-to-end process including leveraging technology-based solutions to automate large volume of affected transactions.