Learning Center

Across State Lines: Mobility & Equity Plan Tax Compliance

Across State Lines: Mobility & Equity Plan Tax Compliance

Includes a Live Web Event on 04/22/2026 at 1:30 PM (EDT)

Managing equity compensation for a mobile workforce means navigating complex income tax and withholding rules across dozens of states—each with its own distinct regulatory environment. As employees work remotely, travel for business, and relocate to new states, organizations face growing complexity around equity income allocation, state and local withholding, reciprocity, de minimis thresholds, and conflicting state rules. Get clarity on where risk is highest and learn practical strategies to help your organization stay compliant.

Key questions this webinar will answer:

  • When does state income tax withholding apply to equity compensation for nonresident and mobile employees?
  • How do state rules for taxing stock options and other equity awards differ from federal treatment?
  • How should equity income be allocated when employees work, travel, or relocate across state lines? 
  • What impact do reciprocity agreements, de minimis thresholds, and local taxes have on withholding obligations?

A recording of the webinar will be posted shortly after conclusion of the live broadcast.

Mindy Mayo

Tax Managing Director

KPMG LLP

Geetika Prasad

Director, Stock Admin & Accounting

Tanium

Marlene Zobayan

Partner

Rutlen Associates LLP

All attendees are required to register in advance. 

  • NASPP Members: Current NASPP members can attend at no cost.
  • Nonmembers: The cost for non-members is $299. Join or renew your membership to receive complimentary access to this program and all member benefits.

Nonmembers must create a free NASPP account to register; to create your account, click the Login button in the upper right corner and then click the "Don't have an account?" link.

All registrations are non-refundable.

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Presentation
04/22/2026 at 1:30 PM (EDT)  |  75 minutes  |  Attendance Required
04/22/2026 at 1:30 PM (EDT)  |  75 minutes  |  Attendance Required
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CEP Continuing Education Credit
Live and Archive Viewing: 1.25 CEP credits and certificate available
Live and Archive Viewing: 1.25 CEP credits and certificate available This program qualifies for continuing education for Certified Equity Professionals (CEPs). Please keep a record of your attendance and refer to the CEP Institute standards to determine the amount of credit you can receive.