Case Studies: A framework for working with Cross-Border Employee Equity Compensation
By Malissa Marshall Founder and Head of Soaring Wealth LLC, and Sefa Mawuli, Wealth Advisor at Pavlov Financial Planning.
Globally mobile employees often have equity compensation that are earned in multiple countries that linger years after their moves. In this session, Malissa Marshall and Sefa Mawuli will build a framework to dissect cross-border equity compensation through case studies.
ABOUT THIS WEBINAR
1. Deliver a framework for analyzing clients’ cross-border equity cases.
2. Present guidance for using income tax treaties that advisors can reference as they work with clients with cross-border equity considerations.
3. Apply the framework and resources to specific cross-border equity case studies.
Sefa Mawuli helps globally mobile professionals and people with cross-border ties to organize their finances to live their best lives. She also has extensive experience working with professionals who receive equity compensation.
Malissa Marshall is a Certified Financial Planner and IRS Enrolled Agent. She has extensive experience with US taxation of expats and foreign nationals, working with colleagues in other jurisdictions to coordinate filing positions and using income tax treaties to minimize double taxation.
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WHAT IS CIGA?
The CIGA Network is the home for global independent advisers that wish to serve cross-border clients better.