Adapting to Global Changes: Immigration, Tax and Relocation Moderator • Minal Shah, Partner Panelists • Stephanie Alisuag-Schreiber, Senior Manager, Mobility Programs Office • Deborah Davy, Senior Counsel • Claudia Howe, Partner • Chris Pardo, Vice President Global Services International Assignment: Case Study • • • • • Pele Shah is an Indian citizen U.S. permanent resident since 2007 Senior Director of Soccer Corp. in Palo Alto Compensation $200,000 Soccer Corp. has a new subsidiary near Sao Paulo, Brazil with 2 employees and anticipates growth • Proposed international assignment to Brazil for 1 year (start date is ASAP) • Expects frequent travel to Mexico to set up a new office • Dependents – spouse, three children and nanny Key Issues for Global Mobility • Expat or local hire Immigration • Visa options & timelines • Corporate policies • Flexibility of options • Family members • Housing • Overall costs Tax Relocation Global Mobility Program Trends Top 5 Global Mobility Initiatives for 2014* 1. 2. 3. 4. 5. Policy creation and benchmarking Alignment with talent management Technology development or enhancements Program structuring/centralization Extended international business travel *PLUS Mobility Outlook Survey Questions?