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 Epstein Becker Green, to understand what issues your organization should be addressing in order to develop a sustainable workforce strategy for the future.
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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.
- Discover how a remote/hybrid work strategy impacts an organization’s multi-jurisdictional reporting requirements as related to payroll and income tax compliance
- Determine the impacts on an organization expanding to new locations, whether it is a new state or country
- Identify which factors organizations should consider regarding their rewards programs for employees across multiple jurisdictions
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Parrish is a Principal in the Multistate Tax practice of Deloitte Tax LLP in the Chicago office. Parrish has 21 years of public accounting experience specializing in multistate income and franchise taxes. He started in public accounting in August of 2000 and joined Deloitte in May 2002. Parrish serves both public and closely held companies providing tax compliance and consulting services. Parrish specializes in audit defense, pre and post-acquisition state tax planning, and alternative investment assets. His clients include manufacturers, financial institutions, telecommunications companies, investment partnerships, hedge funds, fund of funds and private equity firms.
Parrish received his J.D. from the University of Illinois School of Law. Parrish also has a Masters in the Science of Taxation from University of Illinois at Champaign Urbana. Parrish is the National Inclusion Leadership for Deloitte’s multistate tax practice. Parrish is a member of the Chicago Bar Association and the Illinois Bar Association. He is also on the board of Chicago United and The American Red Cross of Chicago & Northern Illinois.
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Patti has 21 years of global mobility consulting experience, including global mobility policy & process design, large-scale ERP implementations, global talent and mobility strategy, data analytics, mergers & acquisition integration, and global payroll management. She has served both large- and small-scale clients across multiple industries including oil & gas, media, pharmaceuticals, and consumer projects. Patti holds a Bachelor of Arts degree from Florida State University. She is a member of SHRM and is GPHR certified.
Patti has a breadth of international experience including being an expat herself. Having spent 3 years on assignment in the UK, she worked with many European organizations to transform their global assignment program.
Patti speaks at industry conferences and roundtables on the role of mobility in an organization. Prior to joining Deloitte, she worked in HR for a large oil and gas company where she was a PeopleSoft analyst.
For more than twenty-five years, John has assisted multinational organizations address the HR and tax challenges of transferring personnel and compensation plans across borders. With an international portfolio of clients, John has led numerous projects that restructure the employment and deployment of talent for companies in a wide array of industries. He has assisted corporations with various facets of their talent strategy, including long-term incentive and retirement plan design, improving the financial statement impact of compensation programs and establishing controls to enhance compliance. He helped design Deloitte Tax’s remediation methodology and global employment company feasibility framework.
Since 2012, John’s focus has been assisting employers manage the risks and opportunities emanating from business travel. He helped design our Business Travel Advantage platform which automates the analysis of employee taxation for more than 13,000 travel patterns. Since the onset of the COVID-19 pandemic, John has been helping Deloitte develop software to help companies manage the compliance obligations emanating from a remote workforce.
Miguel has over 23 years of total experience in expatriate tax and global mobility HR. During this time, Miguel also worked for 4 years at ExxonMobil as the Global Technical Expert for Employment Tax. In this role he helped manage global employment tax governance, compliance and strategy for the company.
Miguel has managed the delivery of tax services for several oil and gas clients, which includes tax compliance, global transition management, and global engagement coordination.
Miguel has a broad range of GES expertise beyond traditional tax. He has served as the U.S. Transitions leader for GES. Miguel also has experience in policy development & consulting, U.S. Green Card taxation, international pension taxation, estate tax, and international social security.
Miguel is a Certified Public Accountant in Texas and a member of the American Institute of CPAs. He is a graduate of the University of New Orleans with a Bachelor’s in Accounting and of the University of Georgia with a Bachelor’s in Spanish.
Rive is a leader of the National Global Rewards practice within the Global Employer Services (GES) service line of Deloitte Tax LLP. She has over 20 years of global compensation and benefits experience.
Rive has led numerous international equity plan projects, including global implementations of Deferred Compensation, Stock Option, Restricted Stock, and Employee Stock Purchase Plans as well as aiding companies with tax, regulatory, and corporate tax advice as a result of the implementation of global equity plans. She has also led the implementation of global compensation initiatives for global organizations specifically focusing on the design and implementation of international benefit and tenure award programs.
Rive has extensive experience with respect to the management of international mobility policies, multi-country tax planning, and compensation structuring for many large multinational clients. Her responsibilities also include coordination of U.S. and local-country tax compliance and consulting services for clients worldwide. She is a Certified Public Accountant, having received her Bachelor of Science degree in Accountancy from the University of Illinois at Champaign-Urbana. She is a CEPI Advisory Board member and a member of the AICPA, Illinois CPA Society, Global Equity Organization (GEO), and NASPP.
Reem Janho is a Senior Manager in Deloitte Consulting’s Workforce Transformation practice, leading the Workforce Operational Governance & Risk solution. She has 20 years of experience helping clients address complex organization transformation challenges, driven by disruption from regulation, business model changes, cost pressures and COVID-19.
Her experience includes: workforce strategy, HR policies/procedures, operating model and organization design, HR strategy and transformation, talent strategy and process design, change management and culture change, and program/project management.
Notably, Reem is a specialist in HR assessments, partnering with clients to understand their overall HR policies, processes and procedures, and defining a path to compliance that can be operationalized and administered across the organization.
Reem has a Juris Doctorate from St. Thomas University School of Law, where she specialized in Corporate Governance, Compliance and Risk Management. She has an MBA from Nova Southeastern where a focus on HR management and a BA from the Suffolk University, where she double majored in business administration and communications/journalism.
Adam Tomiak focuses on providing employers and human resource departments with practical and effective solutions to their personnel issues. He regularly advises on all stages of the employment relationship, from pre-employment considerations and hiring to terminations and post-employment restrictions.
Clients also turn to Adam for assistance with drafting employment policies and agreements, employee handbooks, and other employment-related documents. When an employer has policies and procedures already in place, Adam conducts an audit to ensure that they comply with relevant federal, state, and local law and best practices.
An experienced trainer, Adam develops and conducts workplace training seminars for employees, managers, and human resources personnel. He also investigates allegations of employee misconduct and grievances, and represents employers in disputes with current and former employees.
For nearly a decade, Adam served as employment counsel for the Americas at a global financial services institution. In that role, he gained hands-on experience negotiating and drafting employment agreements and policies, investigating employee misconduct, and conducting trainings. Before his in-house experience, Adam was a labor and employment attorney at Epstein Becker Green, counseling clients on employee relations and personnel issues and representing clients in employment litigation.
Susan Gross Sholinsky gives employers the tools they need to make smart decisions about their workforce challenges. She is a sharp, versatile partner to executives, human resources, and in-house legal teams who seek her out for her straight-forward advice and access to boots-on-the-ground resources, regardless of location. Susan 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. When a company makes an acquisition, she literally writes the legal and compliance script for ensuring a smooth transition and integrating employees into the new organization. Her succinct talking points help deliver key updates and tough decisions to affected team members.
Whether she’s conducting training on anti-harassment or leading training on diversity, internal investigations, or performance documentation best practices, Susan’s effective training style helps managers spot problems early and boost productivity through safe, compliant practices. Susan helps employers respond rapidly to social issues, like the #MeToo or racial justice movements. She spearheaded the firm’s COVID-19 taskforce that provides employers with practical advice supported by training programs compliant in all 50 states, and dozens of pandemic-related policies and forms, as well as client advisories, blog posts, and articles.
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.