Name
Employees on the Move: Workforce Mobility and the Related Tax Implications
Session Format
Roundtable Discussion
Key Topic Area
Evolving Work and the Workforce
Target Attendee Experience Level
Entry: Awareness with Limited Experience
Description

With more companies allowing employees to work remotely from any location, companies are facing more complexity with varying state withholding and reporting requirements, especially for equity awards. Jeff Swerdlow, Managing Director for Alvarez & Marsal, will discuss the interplay of various state rules on allocating income from equity awards, how to manage processes when systems don't allow for tax in multiple states, and developing internal policies and procedures to track employee mobility.

Takeaways

  • Understand key areas that should be incorporated into decision-making processes on whether and to what extent to allow employee mobility.
  • Understand types of necessary tracking and withholding for employee compensation and determine if you have set it up properly.
  • Learn how to develop company policies to help manage employee movement while minimizing risk.

Pre-register for this session through the conference mobile app.