WEBCAST - 02 December 2020

The Continued Importance of a Mobile Strategy

Wednesday, 02 December 2020
 9:00am Los Angeles / San Francisco / Seattle
12:00pm Atlanta / Boston / New York
  5:00pm Dublin / Greenwich / London
  6:00pm Amsterdam / Frankfurt / Paris
  4:00am Melbourne / Sydney (next day)



The Continued Importance of a Mobile Strategy
Having a clear, established tax mobility tracking strategy is critical, even more so in the face of unexpected changes. A well-crafted strategy, one that includes third-party guidance and expertise, can help support a compliant tax policy for both the corporate issuer and its employees.
Employees in the pre-COVID world were increasingly mobile, and companies of any type or size had to be mindful of the tax impact of that movement.  Now, with COVID-19 changing many aspects of modern work, many companies are left with many questions, including whether or not their tax mobility strategy is still relevant (or ever will be again).
This panel will offer insight and practical guidance on what it looks like to implement a mobility tracking solution, the impact on mobility strategies due to COVID-19, unique challenges and learnings from their recent experience, and application for equity compensation that you can consider for use at your firm today.

As a participant you will:
- learn practical steps to follow when implementing a mobility tracking solution
  and what challenges to look out for
- gain an understanding of COVID-19 related challenges to mobility strategies
- obtain guidance on the application and use of mobility

Presented by:

June Davenport, Shareworks by Morgan Stanley
Andrea Kagan, NVIDIA Corporation

Jennifer Link, KPMG
June Liu, Chevron


The guest speakers are neither employees nor affiliated with Shareworks by Morgan Stanley or Morgan Stanley Smith Barney LLC (“Morgan Stanley”).  This panel is for informational purposes only and does not constitute legal or tax advice.  You should always consult with and rely on your own legal and/or tax advisor(s) as Morgan Stanley, its affiliates and employees does not provide legal or tax advice and the information is not tailored to the specific situations of your company or your employees.  The information sourced from third parties/guest speakers, may not be current and is subject to change without notice.  Morgan Stanley makes no representations or warranties concerning the accuracy, completeness or timeliness of the information and is not implying an affiliation, sponsorship or endorsement with/of any third party/guest speakers or views expressed by such parties.  Any views expressed in the information are solely those of the guest speakers.  Morgan Stanley shall have no liability arising out of, or in connection with, the information, including any loss caused by use of, or reliance on, the information.

Shareworks by Morgan Stanley services are provided by Morgan Stanley Smith Barney LLC, member SIPC, and its affiliates, all wholly owned subsidiaries of Morgan Stanley.

CRC 3325584 11/2020

CEP Continuing Education (CE) credit: 75 minutes

CPE credits are provided for live webcasts only. Please visit our Continuing Education and Event Policies pages for more information.



Webcasts are free to members. For non members, since registrants will also have access to on-demand recordings at their convenience after the live broadcast, registration fees are non refundable.

A recording of the live webcast will be available on the GEO website following the conclusion of the live program.

Questions? Please contact GEO's Program Services.



It's easy! All you need is a computer with Internet access. Prior to the call we will email you all information you need to attend the webcast. As you listen to our guest speaker, a PowerPoint presentation is broadcast over the Internet. Then just sit back, listen, and watch. Full details on how to call in and what web page to visit will be sent to you after you register.

Watch         Download PDF



Privacy | Contact GEO | ©2023 Global Equity Organization | Website Feedback | Site Map