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The Role of Automation in Global Equity Management

December 11, 2020
11:00 AM to 12:00 PM EST

Natasha Morales
Email
Technical Support:
844-580-6963

Technical Support
(BDO Employees):
888-236-9111
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This session will facilitate a discussion on global reporting and withholding considerations and present opportunities for tackling global equity issues through the use of technology and automated solutions.
  • Describe global reporting and withholding considerations
  • Explain the role of technology in tracking and managing global equity
  • Identify opportunities for tackling global equity issues through the use of automated solutions
In an increasingly flat world, decisions relating to compliance considerations for long-term incentive programs must be made with global tax implications in mind. Key to that is an understanding of the requirements at the local and international level. With tax regimes implementing aggressive audit tactics, preparing for compliance and understanding administrative tips and tricks has become more important than ever before. Coupled with fluctuating reporting and tax withholding rules across different equity awards, entity structures, and the grantee’s travel, equity administration presents many challenges and pitfalls for organizations.

BDO’s Global Equity Mobility Solution helps companies avoid risk and consider tax-saving opportunities when designing cross-border incentive compensation. 
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Disclaimer: This webinar is jointly sponsored by BDO USA LLP (“BDO”), Hilton Worldwide and Fidelity Investments. Information that you submit in connection with this event (e.g., registration information, courses selected) or that we collect about you during your participation in this webinar will be shared between BDO, Hilton Worldwide and Fidelity Investments. BDO, Hilton Worldwide and Fidelity Investments may use your information for the following purposes:  event-related purposes; to contact you with information and offers about BDO, Hilton Worldwide and Fidelity Investments, either individually or together; and as otherwise set forth in BDO’s, Hilton Worldwide or Fidelity Investments respective privacy policy. Please contact Natasha Morales with any questions.
Terry Adamson - Managing Director, BDO USA, LLP
 
Cherie Curry - Director, Global Equity, Hilton Worldwide

Tim Samalis - Managing Director, Stock Plan Services, Fidelity Investments
Learning Objectives:
  • Describe global reporting and withholding considerations
  • Explain the role of technology in tracking and managing global equity
  • Identify opportunities for tackling global equity issues through the use of automated solutions
 
Delivery: This webinar will be delivered via the BDO Online CPE Network
Prerequisites: None
Advanced Prep: None
Credits: 1.0 CPE credit in the field of Tax
Program Level: Basic
BDO USA, LLP is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org