Guidance Procedures Systems (GPS) Publications
Developed by the Certified Equity Professional Institute of Santa Clara University and originally authored by Carol Rutlen. Choose from Employee Stock Purchase Plans, Performance Awards, Global Equity Plans, Restricted Stock and Restricted Stock Units and Stock Options. Marlene Zobayan now edits the Global Equity Plans publication.
Global Stock Plans:
GEAR Up Brochure
Our brochure explaining our GEAR UP service for keeping current with global stock plan updates.
Expats and Mobile Employees:
Expatriates and Inpatriates – Managing Payroll Tax Issues
Presentation on managing payroll tax issues for assignees presented for BNA in July 2014.
Sourcing of Global Equity
Presentation on payroll aspects of global equity compensation for expatriates and assignees presented at the California Payroll Conference in October 2019.
It can work for you, as well.
Our Resource page contains a sample of our presentations, white papers, articles, newsletters and other educational materials. This page is updated periodically. If you do not see what you are looking for, please contact info@rutlen.com.
Mobility Trends. What Employees Are Doing, What Companies Are Doing And What You Should Be Doing
Presentation on the trends and key steps required towards payroll compliance for equity compensation of mobile employees presented for the Global Equity Organization in September 2019.
Mobility Taxation – A Guide For Issuers
Authored by Rutlen Associates for the American Association of Stock Plan Administrators.
GEAR UP Lite Sample
A sample report of our GEAR Up Lite service.
Surviving Global Compliance
A presentation on recent global equity updates and compliance checklists for the NASPP Los Angeles chapter in July 2019.
State Mobility Issues For Equity Compensation Professionals
Written by Marlene Zobayan of Rutlen Associates, this paper provides a summary of the state tax treatment of domestically mobile employees.
Whether you are a Fortune 100 company or a start-up, we can help you develop practical solutions to your challenging problems. We have a solid record of success that proves our approach works. It can work for you as well.
To learn more about the issues facing our clients and how we help, call today: (650) 868-9282.
Compliance Issues For Stock Compensation
A presentation covering key aspects of payroll reporting and withholding for stock compensation presented at the 2018 California Payroll Conference.