Schedule a Call

Managing the complex mobile equity requirements for your workforce can be overwhelming

Are you concerned about equity non-compliance issues due to an increase in cross-border and remote workers?

Are you working with tax experts you and your participants can rely on in managing the unique tax issues related to equity?

Do you feel overextended due to manual calculations, quick turnaround times, and limited staff on your equity team?

Speak with one of our experts so you can avoid participant confusion and possible penalties. 

Equity_Image_1 (2)

Is your company at risk?

Do you know where your mobile participants' equity-based compensation should be reported?

The Equity Issue  - Global and Domestic NOBK or Head (UK 2021-2025)

 

 

MEET WITH ONE OF OUR EQUITY EXPERTS

Mobile Equity Program Offering

Import-data_icon-1
Automated, custom reporting
Leverage our web-based Allocate® tool for automated reporting and withholding processes, including custom reporting for brokers, global payroll, finance, and participants, streamlining compliance across domestic and international cross-border scenarios.
you-and-your-mobility-team-icon
Policy, implementation, and program support
Receive end-to-end assistance for your mobile equity program, from policy development and implementation to ongoing support, including access to global tax rates, country-specific reports, and expert guidance to address your program's unique needs.
Key-benefit-dedicated_icon
Comprehensive participant communications
Empower your participants and internal teams with a robust suite of educational resources, including scenario memos, FAQs, webinars, and tailored training sessions for payroll, HR, and other stakeholder groups, ensuring a seamless understanding of your mobile equity program.
Review-and-assess_icon-1
Detailed global tax risk assessment
Gain a thorough understanding of your tax risk exposure through the review or preparation of calculations of exposure and reserves, evaluating compliance exposures, and providing expert advice to mitigate risks and maintain compliance across your global operations.
Tax-technical-support_icon
Global individual tax preparation
Streamline your employees' global tax obligations through our comprehensive individual tax preparation services, offered on a company-sponsored or direct-to-participant basis via our specialized Private Client Services division.

 

You deserve a dedicated partner who will help you navigate the challenging equity compliance landscape

Personal-attention_icon
Flexible, high-touch service
We work as an extension of your equity team by collaborating with you, your participants, and your other strategic vendors
Key-benefit-dedicated_icon
Dedicated support
Dedicated equity team of tax professionals and technology developers to support you every step of the way
Key-benefit-Personalized_icon
Personalized solutions
Proactive, personalized assistance that reflects your unique program needs
Key-benefit-global_icon
Global coverage
Coverage and resources around the world that keep you up to date and compliant no matter where your participants are located
Key-benefit-secure-icon
Secure and protected
Priority focus on data privacy to ensure your company and participants’ information stays safe and secure
your-internal-company-stakeholders-icon
Strategic resources
Resources that keep you one step ahead of any questions or issues that arise in your mobile equity program

MEET WITH ONE OF OUR EQUITY EXPERTS

 

 

 

 

Say goodbye to manual equity compliance

Allocate-logo

With the use of our Allocate® technology, we’ll implement a personalized mobile equity compliance process for your program that will support you as your program’s size, locations, and needs change.

Allocate® eliminates the need for fragmented, manual long-term incentive compliance through:

  • Automated, precise reporting and withholding calculations
  • Cross-border reporting across jurisdictions, including consideration of national, regional, local, and social taxes
  • Seamless integration with your broker

SCHEDULE A DEMO

3 steps to mobile equity compliance

Tax-consulting_icon
1. Personalized Assessment
Schedule a call with one of our mobile equity experts so we can assess your current program and discuss your frustrations.
Receive-your-action-plan_icon
2. Customized Solution
Once we understand your goals and challenges, we will build a solution that fits your unique needs.
Access-business_icon
3. Implement and Maintain
Next, we will implement the action items and provide ongoing guidance and support to keep your program running smoothly.

MEET WITH ONE OF OUR EQUITY EXPERTS

 

 

Our Mobile Equity Experts are Ready to Help

 

Brett Sipes

 

Lynn Carbo

 

Tara Hagen

 

matt-yadamiec

 

Brett Sipes
Head of Solutions
West Market Leader

bsipes@gtn.com

Lynn Carbo
Director
Equity & Mobility Services

lcarbo@gtn.com

Tara Hagen
Director
Equity & Mobility Services

thagen@gtn.com

Matt Yadamiec
Director
Allocate® Product Lead

myadamiec@gtn.com

 

MEET WITH ONE OF OUR EQUITY EXPERTS