February 12, 2019

How policy decisions impact your transferees’ taxes

On Tuesday, Feb. 5, Sterling Lexicon hosted a webinar featuring leading tax expert and Ineo Chief Compliance Officer David Oltman. The interactive event gave HR and mobility professionals insight into how the many tax changes in 2018 will impact their business and transferees this tax season.

Oltman focused on the 2018 tax law changes in the treatment of relocation expenses and the likely impact this will have on transferee returns for 2018. Along with answering mobility tax questions, he offered insight into industry best practices with regards to gross up policy provisions and tools to help mobility professionals answer transferee tax questions.

Watch the webinar to learn how to confidently navigate this tax season for your transferees and business.

If you’re looking for more in-depth information about tax assistance strategy, let our experts assist you! Contact your Sterling Lexicon account manager, or marketing@sterlinglexicon.com.

Interested in additional resources? Purchase the 2019 Mobility Tax Advisor publication.


David Oltman IneoAbout David S. Oltman

David S. Oltman, CRP is the Chief Compliance Officer at Ineo, LLC and Ineo Global Mobility Tax Services. He has more than 30 years of experience in the relocation and payroll industry, and is a highly sought after national speaker by the payroll and human resources industries.

David was co-founder of ReloTax and The Hessel Group, and was the former director of relocation at Ciba-Geigy / Novartis Corporation. Today, David’s Tax Services division provides a broad range of tax services and educational programs to keep companies, their assignees, and transferees compliant with tax regulations.

Read our blog keep up with the latest global mobility tips, trends and information.


Liz Portalla

Liz Portalla

For over 30 years, Liz has focused on developing, implementing and measuring the effectiveness of global mobility programs by leveraging her experience in relocation, international transfers and assignments, global compensation and immigration. In addition to managing in-house mobility programs for AIG and Merrill Lynch, Liz has held frontline positions such as home sale counselor, director of client services, vice president of client services and vice president of client management and business development.

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