Global employee equity: Navigating local rules, tax and complexity for mobile employees

Employee mobility went mainstream during the pandemic years and continues to be a reality of the modern working world. No longer something that affects only executives, the term digital nomad is more and more relevant across all employee tiers.

Advances in technology benefitting tax authorities, and the need to keep up-to-date with changing tax laws and reporting requirements have added complications for HR, payroll and equity award administrators.

With that in mind, global stock plan professional and Rutlen Associates LLC Partner Marlene Zobayan joined us on the Prosperity at Work podcast, where she and host Chris Dohrmann took a deep dive into what can be a challenging area for companies.

Among the topics discussed were:

• Where are your executives based and how are you tracking this
• Attitudes of US states and other countries towards mobility and equity-related tax collection
• How technological advances make it easier for tax authorities to detect non-compliance
• Best practices for companies
• Digital nomads and associated issues

Listen now!

This publication contains general information only and J.P. Morgan Workplace Solutions is not, through this article, issuing any advice, be it legal, financial, tax-related, business-related, professional or other. This publication is not a substitute for professional advice and should not be used as such. J.P. Morgan Workplace Solutions does not assume any liability for reliance on the information provided herein.

The information provided in this podcast is intended for informational and educational purposes only; it is not intended as an offer for any specific product or service. Rutlen Associates LLC is not affiliated with JPMorgan Chase & Co. The podcast contains the views of a J.P. Morgan employee, which may differ from the views of J.P. Morgan Chase & Co., its affiliates and employees. The views and strategies described may not be appropriate for everyone. Certain information was obtained from sources we believe are reliable, but we cannot verify the accuracy of the content and we accept no responsibility for any direct or consequential losses arising from its use. You should carefully consider your needs and objectives before making any decisions. For specific guidance on how this information should be applied to your situation, you should consult a qualified professional.

This podcast contains general information only and J.P. Morgan Workplace Solutions is not, through this article, issuing any advice, be it legal, financial, tax-related, business-related, professional or other. This podcast is not a substitute for professional advice and should not be used as such. J.P. Morgan Workplace Solutions does not assume any liability for reliance on the information provided herein.