2019 Mobility Tax Advisor
For Tax Year 2018
Ineo’s Mobility Tax Advisor publication is the premier resource to understand the tax complexities associated with global mobility.
The most significant tax changes to the mobility industry in the past 30+ years have become law. Mobility professionals will need to plan and budget accordingly and transferees and assignees will need to be educated.
Our publication includes both 2018 and proposed 2019 tax laws that have an impact on your global mobility population and the mobility professionals who support these individuals. Purchasers of the book have FREE 24/7 access to Ineo’s mobility tax experts who will answer tax questions within a few hours.
Our tax book helps the transferee leverage and plan for the significant tax implications and compliance issues associated with their move or assignment, making this a key part of their mobility package.
Key components include state and local tax rate coverage as well as updated information on the following topics:
- New for 2018: All moving expenses become taxable – gross-ups will increase significantly
- New for 2018: No more 50-mile rule and no more 1-year rule
- New for 2018: All van line expenses are now taxable
- New for 2018: All transferee/assignee out of pocket expenses are no longer deductible
- New: Community Property State Compliance Issues
- New: Stock Option Exercise Multi-State Filing Requirements, Qualified and Non-Qualified Options
- New: Government Tax Issues Updated
- New: States that have not conformed to federal tax laws – deductions still apply – huge gross-up/tax assistance savings are available
- New: Federal, State, and Local tax rates
- New: Foreign and local hires – tax filing compliance requirements
- New: Alternative Minimum Tax (AMT) limits – significant impacts of 2018 gross-ups
- Closing Disclosure Form example
- Global Relocation Assignments Tax Details
- Foreign Earned Income Exclusion
- Renting vs. Selling your Residence, Deductible Points, Mortgage Limitations
- Expanded Canadian Relocation Tax Laws
- Accounting for Lump Sums
- Short Term Assignment Concerns & Tax Filing Requirements
- Commuter Expenses vs. Relocation vs. Short Term Assignment Expenses
- And more…
* Most orders ship within 24 to 48 hours
- 9/24/2018: Maine becomes a conforming state, meaning no moving expense deductions are available in tax year 2018.
- 10/9/2018: South Carolina becomes a conforming state, meaning no moving expense deductions are available in tax year 2018.
- 11/19/2018: Kentucky becomes a conforming state, meaning no moving expense deductions are available in tax year 2018.
- 2/19/2019: Virginia becomes a conforming state (retroactive to 1/1/2018), meaning no moving expense deductions are available in tax year 2018.