TAX EQUALIZATION POLICIES AND BENEFITS AFFECTING TODAY'S GLOBAL EXECUTIVE

With the expansion of global business, there have been increasing secondments and transfers of staff within multinational corporations to foreign units and affiliates. Tax equalization policies and benefits – including stock options and performance-based prosperity plans – have been finding their way into remuneration packages of many senior executive staff working abroad. This panel will examine the pertinent tax issues facing both employee and employer in such instances, under the laws and practice of various jurisdictions.

MODERATOR:

Ada Ko, Shareholder
Lane Powell PC, United States
Ada Ko has broad experience counseling domestic and international clients on all aspects of corporate transactions, including mergers and acquisitions, financing, joint ventures, and other business operations. Her practice emphasizes the tax aspects of cross-border business operations and investment transactions. Ms. Ko was formerly tax counsel to the largest city in the state of Washington. MORE>

PANELISTS:

Michael Butler, Tax Partner
Finlaysons, Australia
Michael Butler is head of Finlaysons’ Tax & Revenue practice area. He has more than 20 years of experience advising clients on tax matters. Mr. Butler established an international practice from an Adelaide base, with a special interest in property taxation, corporate restructurings, international tax matters, and estate and succession planning. MORE>

Leonard Glass, Partner
Lawson Lundell LLP, Canada
Leonard Glass practices in the area of income and commodity taxation and advises both private and public clients primarily on transactional and corporate reorganizations. A large part of Mr. Glass’s practice involves working for clients that carry on business outside of Canada. He has also been involved in business succession planning for many individuals who own and manage their own business. MORE>

Jan Kooi, Of Counsel
Van Mens & Wisselink, Netherlands
Jan Kooi specializes in tax, international taxation, M&A, financial instruments, and transactions with Asia. He has had more than 26 years of experience in taxation worldwide, has published many articles on taxation and tax/treasury-related items, and is a prime tax speaker for Eurofinance. MORE>


Kotaro Okamoto, Associate
Anderson Mori & Tomotsune, Japan
Kotaro Okamoto practices in the areas of tax, project finance, structured finance and other financial transactions, acquisitions, and corporate law. He has been heavily involved in various financial transactions and tax advice, in addition to significant merger and acquisition and joint venture deals. MORE>

George A. Ribeiro, Partner
Vivien Chan & Co., Hong Kong
George Ribeiro is the chief legal representative of Vivien Chan & Co.’s Shanghai office. His practice areas cover direct China investment, technology transfer and valuation, securities, mergers and acquisitions, employment, and litigation/arbitration. Mr. Ribeiro has been identified as one of Asia’s leading lawyers in the areas of dispute resolution and intellectual property. MORE>

Craig P. Tanner, Partner
Reed Smith, United States
Craig Tanner represents clients in the design and offer of global equity compensation programs, including options, purchase rights, restricted stock, RSUs, phantom stock, and stock appreciation rights. He advises on the tax, securities, employment, currency exchange, privacy, and communications issues that companies encounter when offering the programs throughout the world. MORE>

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