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Breakout Series III
Thursday, 16 September 2021
10:00-10:40 PDT
13:00-13:40 EDT
18:00-18:40 BST
19:00-19:40 CEST
01:00-01:40 HKT +1
03:00-03:40 AEST +1

ENCORE SESSION:
Tuesday, 21 September 2021
17:50-18:30 PDT
20:50-21:30 EDT
01:50-02:30 BST +1
02:50-03:30 CEST +1
08:50-09:30 HKT +1
10:50-11:30 AEST +1
 

3.2 Equity and Tax Policy―Why It Matters!

Join us for a timely discussion focused on why today, more than ever before, it is imperative to address your tax policy in your global share plan design and strategy. In a world where mobility, remote workforce, and work anywhere policies have become prevalent for so many, companies have rapidly moved beyond using a flat tax rate per country or level to far more complex and relevant designs. This session will look at ways companies have addressed these complex arrangements to better support the employee participant, enabling them to deliver the most shares or cash to the employee while remaining compliant with good governance. Downstream, other stakeholders in mobility, finance, payroll, and corporate tax can benefit from the tax policies and decisions you make with your equity program. Join us to hear directly from experienced practitioners and issuers who will share their journeys, including how they leveraged automation and consistency to drive important improvements.
 
Leann Balbona, FGE, KPMG (US)
Diederik Blanken, Walmart, Inc. (US)
Ryan Borgmann, KPMG (US)
Nalini Johnson, Aon Corporation (US)
 
Design and Strategy
CPE Credit:
Field of Study: Taxes
Level: III