Prosperity at Work
Prosperity at Work is the podcast from J.P. Morgan Workplace Solutions, where you can learn about equity compensation, financial wellness and more. In each episode, our hosts Chris Dohrmann and Lauren Jenkins take a deep dive into the topics that matter, joined by a variety of industry professionals and expert voices to deliver sharp insights and the wisdom of experience.
Please note: This publication contains general information only and J.P. Morgan Workplace Solutions is not, through this article, issuing any advice, be it legal, financial, tax-related, business-related, professional or other. J.P. Morgan Workplace Solutions’ Insights and the Prosperity at Work podcast are not a substitute for professional advice and should not be used as such. J.P. Morgan Workplace Solutions does not assume any liability for reliance on the information provided herein.
Prosperity at Work
Ep 5: Navigating the Remote Workplace with Marlene Zobayan
As the world gets used to remote working, many organizations are not prepared. Issues from responsibility for home offices to data security are still being ironed out. An even greyer area is issues arising around where remote workers are taxed or how equity grants should be most effectively handled.
These are tricky situations and complicated questions, particularly around tax and regulation. To help us explore this relatively new and evolving topic is tax and equity expert Marlene Zobayan.
Described as ”a walking encyclopedia for all local and international tax-related topics”, Marlene is a Partner at Rutlen Associates Consulting Firm. She has worked with Deloitte and PwC and is on the CEPI advisory board.
She is recognized as a highly respected professional in the equity compensation world and was awarded an Individual Achievement Award from the National Association for Stock Plan Professionals in 2009.
TOPICS WE DISCUSSED INCLUDE
- New statistics showing long term effects of the pandemic on remote working
- What you should consider in future remote work policies
- What you need before you even being forming a policy
- How fast you should roll out a work policy and who do you start with
- How prepared are the tax authorities right now
- The effect on employees, or even whole organizations, who move from high-tax to low-tax states or countries
- The one thing you must do now if you haven’t already
CONTACT AND RELEVANT LINKS
Marlene Zobayan on Linkedin: https://www.linkedin.com/in/marlenezobayan/
Realtor Survey Discussed: https://www.bankrate.com/real-estate/moving-data-shows-exit-from-cities/
Blog Post: https://www.globalshares.com/academy/challenges-of-remote-working-key-takeaways/