Over the past 18 months, many organizations have had to pivot quickly to a remote or hybrid work environment, and as a result of the COVID-19 pandemic many have recognized that this model works well for their workforce and are considering it as part of their long-term business strategy. As we come out of the pandemic and shift to a “newer normal”, remote/hybrid work will play a large part in attracting and retaining the right talent.
However, many companies are now facing the challenge of understanding the tax implications (e.g., payroll tax withholding obligations, state and local nexus exposure), and legal considerations of shifting employee geographical locations. In addition, as companies look to operationalize their remote/hybrid work strategies it is critical that clear policies and procedures are adopted, applicable laws are taken into consideration, and appropriate protocols are implemented.
Join this thought-provoking discussion hosted by Tax and Human Capital specialists from Deloitte, along with a legal team from Epstein Becker Green*, to understand what issues your organization should be addressing in order to develop a sustainable workforce strategy for the future.
Register your place now as spaces are limited. Please note the session will be recorded.
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*Due to regulatory restrictions in the United States, Deloitte Tax LLP does not provide any legal services. Any legal services referenced herein, including issues related to employment law, will be addressed by Epstein Becker Green, an independent US employment law firm allied with Deloitte Germany.
*This presentation has been provided for informational purposes only and is not intended and should not be construed to constitute legal or tax advice. Please consult your attorneys (or CPAs, as appropriate for tax advice) in connection with any fact-specific situation under federal, state, or local laws that may impose additional obligations on you and your company.
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Joel Eisenreich is the leader of the Americas Rewards practice at Deloitte. Joel specializes in global compensation and benefit matters with a unique focus on cross-border tax and regulatory issues. He assists clients with the design, delivery, risk management, and tax effectiveness of global compensation and benefit programs, including qualified / non-qualified retirement plans, executive compensation, and welfare benefit plans.
Most recently, Joel has been focused on assisting clients reimagine the future of work and consider how to incorporate the benefits of remote work in their future talent strategy. This evolution creates unique employment and corporate tax challenges that may require companies to adopt appropriate policies and procedures, as well as implement technology-enabled solutions to effectively operate a remote work program in a compliant manner.
Joel serves all types of clients, including Fortune 500 corporations, private companies, partnerships and global non-profit organizations.
Joel has a JD from Benjamin N. Cardozo School of law and is a member of the New York State Bar.
We encourage you to join using your laptop or phone video camera. An audio and/or visual warning will be provided upon entering the meeting and once recording commences. If you continue to participate in the meeting following this warning, your participation will serve as your express consent to such recording. Participant names may also be visible to all who join.
Reem Janho is a Senior Manager in Deloitte Consulting LLP’s Workforce Transformation practice, leading the Workforce OpX solution. Reem possesses a strong foundational and practical knowledge of Human Resources and Benefits operations and service delivery.
Reem focuses on helping organizations that are exposed to a variety of Human Capital risks though thoughtful design of their workforce operations, mitigating strategic, regulatory, process and technology risk for effective workforce management. Reem has teamed with many organizations during COVID to assess and implement effective workforce operations during this remote work environment.
She serves a variety of clients encompassing various industries including technology, manufacturing, life sciences, financial services, and retail.
With more than 20 years of HR consulting and regulatory experience, Reem holds both a JD from St. Thomas University School of Law and an MBA from Nova Southeastern University.
Sean Trotman is Partner in Deloitte Tax LLP’s Global Employer Services and consults in the area of Global Mobility, Talent and Rewards. He is one of the leaders of Deloitte’s integrated service offering around Remote Work designed to help clients evolve their workforce talent strategies as a result of the COVID-19 pandemic.
Sean is a frequent speaker at local, national and international learning and development programs, as well as external professional conferences. In addition, he has authored a number of articles for various publications, on cross-border tax, talent and rewards issues. Outside of Deloitte, he sits on the Executive Committee of the Board of British American Business, a pre-eminent transatlantic business organization and is also actively involved with the Global Equity Organization.
Sean clients range from large multinational corporations to small start ups, including US headquartered companies as well as organizations headquartered in foreign markets including Germany, France, Australia, Japan and the UK.
Sean is a graduate of Aston University in England and Rouen Business School in France.
Susan Gross Sholinsky is a labor and employment attorney at Epstein Becker Green and Vice Chair of the firm’s National Employment, Labor & Workforce Management Steering Committee. Susan gives employers the tools they need to make smart decisions about their workforce challenges. She also helps employers ensure compliance with the latest local, state, and federal laws, from sexual harassment to discrimination, restrictive covenants, paid family leave, and accommodations.
Susan holds several leadership positions within the firm, including as Vice Chair of both the Employment Labor & Workforce Management Steering Committee and the Diversity and Professional Development Committee and as a member of the Finance Committee and the Executive Committee of the Women’s Initiative. Among her many professional and community volunteer initiatives, she has served multiple years as New York Co-Chair of 50/50 Women on Boards: Global Conversation on Board Diversity. She was also recognized as one of 2020’s Responsible 100 by City & State New York, an award bestowed upon private-sector leaders whose work makes life better in communities in New York City and across the state.
Susan received her B.S. from Cornell University and her J.D. from Northwestern University School of Law.
Nancy Gunzenhauser Popper is a Member of the Firm practicing Employment Law at Epstein, Becker & Green P.C. providing advice and counsel to employers in various industries. Nancy is sought after as an advisor by employers who want effective, practical counsel and solutions to the personnel issues they face every day. Most recently, clients have been relying on Nancy’s advice for handling workforce challenges arising from the COVID-19 pandemic, such as remote work, return-to-work, training, and wage and hour issues.
Nancy helps her clients effectively navigate complex state and local employment laws (including sick leave, leaves of absences, hiring laws, and termination laws) and create policies and documents that are user-friendly and readily implemented by HR professionals. Additionally, Nancy performs internal investigations when allegations of wrongdoing in the workplace arise.
Nancy’s clients range from employers of small technology start-ups and emerging businesses to large multinational corporations. They include companies across many industries, such as health care, retail, financial services, and consulting.
Nancy received her B.A. from Vanderbilt University and her J.D. from Brooklyn Law School.
Mindy Staley is Vice President and Senior Assistant General Counsel at Novant Health, Inc., based in the Charlotte office. Prior to joining Novant Health in 2008, Mindy was a member of the healthcare practice group at Nexsen Pruet, in its Charlotte office, where she worked for 7 years. Before she joined Nexsen Pruet, she worked as a tax consultant at Deloitte & Touche in Charlotte.
At Novant Health, Mindy focuses on employment, executive compensation and benefits, and tax-exempt issues. Mindy regularly advises and supports human resources (people & culture) in various employment matters, including investigations, HR policies, leave and accommodations, EEO matters, reductions in force, and severance agreements. She also provides support to Novant Health’s diversity, inclusion and equity department and sits on its Workforce Diversity and Inclusion Action Team.
Mindy has her LL.M in tax from New York University School of Law. Additionally, Mindy served on the board of the Charlotte Women’s Bar from 2007 – 2010, serving as President in 2010. She was also a recipient of the Charlotte Business Journal’s 40 Under 40 award in 2007.
Karen Daugherty joined Novant Health in 2006 as the Director of Tax and Benefits and now serves as Vice President of Finance and Tax. In this role, Karen provides oversight for the integrated health system’s strategic tax planning and federal and state tax compliance functions addressing such issues as unclaimed property, community benefit reporting, maintaining tax-exempt status, unrelated business income, alternative investment reporting, private inurement/benefit and intermediate sanctions, organizational restructuring of tax-exempt and taxable entities, state and local taxes, and preparation of federal and state tax returns.
She is a certified public accountant licensed in North Carolina and is a member of the American Institute of Certified Public Accountants, the North Carolina Association of Certified Public Accountants, and the American Health Lawyers Association. She serves on several volunteer boards and is a dedicated college football fan, an avid reader, and a passionate bird nerd and gardener.
Karen holds a Bachelors in Biology from Virginia Tech and both a Bachelors and Masters degree in Accounting from the University of North Carolina at Charlotte.
Matt Pakiela is a Tax Principal in the Multistate practice of Deloitte Tax LLP in New York City. With more than 17 years of experience in state and local taxation overall, his primary focus is in the area of income/franchise tax, but also has experience with sales/use tax and payroll tax issues.
Matt’s knowledge covers many areas of state and local taxation. He has extensive experience with corporate state tax compliance, state controversy matters and administrative appeals, corporate restructuring and planning, FAS 109 (ASC 740) state tax provision and financial statement reviews, and other state tax consulting issues.
He serves a variety of clients encompassing various industries including technology, manufacturing, life sciences, financial services, and retail.
Matt received his J.D. from New England Law.
Jim Pickett is the US and Global GES Market Leader and has more than 20 years of experience in Global Employment Services, with a particular focus on Mobility Tax. He specializes in cross-border tax planning and global taxation for expatriates and foreign nationals, particularly in reference to UK and US issues.
Jim is based in New York City, and Parsippany, NJ with a diverse portfolio of clients. He has significant experience developing global assignment policy and business traveler programs.
Jim is a member of the UK Association of Tax Technicians (ATT) as well as a certified Global Professional in Human Resources (GPHR). He attended the University of Southampton where he obtained a degree in Law.