EY Webcast

Short term business travelers

  • Share

Watch On-Demand

Short term business travelers (STBTs) have become a focal point for many tax authorities around the world.

Join our panel of professionals to learn about STBT policy and best practices, including:

  • How to mitigate your company’s exposure to tax and reputational risks
  • Protecting your employees from individual income tax and immigration exposures.
  • Global enforcement and policy trends
  • Developing business rules and organizational change
  • Corporate tax and immigration considerations

 

 

Panelists:

Katherine Marrufo

Cisco Systems

Katherine Marrufo is a Director in Global Business Services and is based at Cisco’s headquarters in San Jose, California. Katherine has experience across multiple functions: Human Resources, Engineering, Sales, Cisco Services, and Customer Service, which has contributed to her valued customer, employee, process, systems and change management experience. Leading organizational strategy, elevating team performance and driving operational effectiveness are Katherine’s areas of expertise.

In her current role, Katherine heads Talent Delivery Services, comprised of Global Mobility, Compensation and Talent Programs, and Learning and Development delivery. Her organization serves over 70,000 employees worldwide, manages about 6,000 employees’ mobility needs, facilitates 120,000 hours of training per year, delivers 25 employee compensation and talent programs annually, all with an overall customer satisfaction score of 4.40 out of 5.

A 14 year Cisco veteran with more than 20 years of experience in the technology industry, Katherine spent her early in career years at MCI Corporation. There she held a variety of positions including, sales, marketing, planning and strategy, and operations. Most recently, she led an organization of 3,000 and was key to MCI’s successful launch into the local marketplace, growing the customer base from zero to 300,000 in 6 months.

Katherine is originally from Sacramento, CA, but has lived in numerous locations, including Singapore on international assignment for Cisco. She enjoys spending time with her family, traveling and writing.

 

Batia Stein

Ernst & Young LLP (Canada)

Batia Stein is a Partner in Ernst & Young LLP (Canada). She has 18 years’ experience in immigration law, and more than 13 years with EY’s Global Immigration practice. She has led several large client engagements where she marshaled EY’s global immigration services network in over 130 different country locations for North American–based clients, and has also led the implementation of several business travel programs. 

 

Jonny Lindroos

Ernst & Young LLP (US)

Jonny Lindroos leads the East Central Sub-Area International Tax Services practice at Ernst & Young LLP. He is based in Virginia and New York. He practices in the area of taxation and cross-border movement of intellectual property and service companies and the financing of complex multijurisdictional mergers and acquisitions. He has more than 17 years’ experience, primarily with global Fortune 100 companies.

 

Tim Dalton

Ernst & Young LLP (US)

Tim Dalton is the Global Leader for EY’s Short Term Business Traveler service within EY's Tax Practice. He currently focuses on advising clients on the design and implementation of policies and procedures to manage cross border tax risk in relation to short term business travelers for large multinational organizations. These risks include Withholding Taxes, Social Taxes, Permanent Establishment, Transfer Pricing, Value Added Tax, US State to State Taxes & Individual Income Taxes.

Tim has more than 14 years’ experience in Tax Controversy & Risk Management, first in Sydney, Australia, more recently with in Washington DC and New York.

 

Moderator:

Jay Sternberg

Ernst & Young LLP (US)

Jay Sternberg is a Tax Principal with Ernst & Young LLP (US), and is EY's Global Human Capital Leader for Technology Markets, Sales & Branding. He has more than 25 years’ experience in planning, developing, and implementing systems and software for expatriate administration. Jay has helped many companies work with tracking and reporting short term business travelers, and helped them develop strategies to mitigate the effects related to individual and corporate tax filing obligations.