Session 3: Customizing Your Tax Equalization Policy

November 2, 1011
Presented by Global Tax Network
Stephen Daas, CPA, COO
Corporate Speaker: Delphine Swierc, Manager, International Individual Income Tax, GE 

The session will discuss various ways a company can customize their tax equalization policy to meet the company’s international assignment objectives.  The tax equalization treatment of specific compensation items, as well as tax equalization for different assignments types, will be discussed with examples provided by our corporate global mobility co-presenter.

  • Overview of Tax Equalization Policy Structure
  • Tax Equalization for specific compensation, income and deductions
  • Tax Equalization Policy for assignment types
  • Interview with corporate global mobility regarding policy considerations