GEO Boston and NASPP Boston Invite You to Take a Global Tour on March 28th
Date: March 28, 2014
Time: 8:30am - 9:15am Networking and Check-In, 9:15am - 10:30am Presentation
Topic: Global Tour
The GEO Boston Chapter and the NASPP invite you to join us on a world tour the morning of March 28th, as we discuss the logistics and challenges of administering equity plans for a globally mobile population. Rob Melz, VP Mobility at State Street Corporation; Christopher C. Hall, Global Tax Network, and Jewon Wee, Independent Stock Plan Advisors will share tips and tricks on 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.
Location: Covidien, 15 Hampshire St., Building 3, Mansfield, MA 02048
Cost: There is no cost to attend this event for NASPP and GEO Chapter members and guests.
Registration: NASPP and GEO members and non-members are welcome to attend this event. Registration is required.
PAST CHAPTER EVENTS
Highlights from 7 May 2013
GEO Boston Chapter Meeting
Global Equity Updates – Jewon Wee of ISP Advisors and Sandy Shurin of Deloitte Tax
Download ISP Presentation, Download Deloitte Presentation
China – Joyce Chen of Orrick, Herrington & Sutcliffe led a discussion regarding SAFE filings under the current Circular 7 vs. the prior Circular 78. Kim Malvacini, Manager of Global Equity Plans at Alexion Pharmaceuticals shared Alexion’s recent experience in its first SAFE filing. Kim was joined by Keith Bilezerian, Sr. Corp. & Benefits Counsel at Covidien who shared some of Covidien’s experiences.
France – Amy Reina of Deloitte Tax led a discussion regarding the escalating taxes in France and her experience as to what companies may be thinking in terms of whether they plan to continue offering qualified equity plans in France (or are entertaining alternatives). We invited issuers attending to share their perspectives on the offering of equity in France, as well.