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.


Global Mobility Presentation GEO NASPP 3-28-2014 FINAL2