Strategic Immigration & Tax Summit

At WERC Global 25, the Immigration & Tax Summit brings together industry experts, mobility leaders, and service partners for a full day of insight-driven sessions and hands-on workshops. Designed to flow seamlessly from immigration to tax, this program will equip you with strategies to address today’s most pressing compliance, policy, and workforce challenges.

Whether you’re new to the field or managing complex global programs, you’ll walk away with practical tools, real-world case studies, and future-focused perspectives that directly support your organization’s mobility strategy.

Why Attend?

  • Connect the dots between immigration and tax: gain a holistic perspective.

  • Learn from experts on U.S. and global developments that impact your organization.

  • Engage in hands-on workshops with practical takeaways you can implement immediately.

  • Future-proof your strategy with insights into AI, data, and adaptive program design.

Immigration Summit

Morning Sessions | 9 a.m. – 1 p.m. (MT)

Time Session Details
9 – 9:30 a.m. Opening Panel – Current State of Play with Employment-Based Immigration in the U.S. Policy, practice, and compliance updates shaping employment-based immigration.
9:40 – 10:40 a.m. Global Roundup

Regional updates from experts:

  • Canada, Mexico, LATAM – Daniela Lima
  • EU, UK, Middle East, Africa
  • APAC
10:50 – 11:50 a.m. Immigration Operations – Three Rounds of Workshops
  • Managing Sponsorship Strategies: Costs, updates, H1-B changes
  • Supporting Early Career Pipeline: Recruiting without traditional channels (J-1, OPT, etc.)
  • Organizational Immigration Strategy: Aligning immigration with business, rewards, and talent goals
12 – 1 p.m. Immigration Compliance + Duty of Care – Three Rounds of Workshops
  • Navigating Ports of Entry (business travel, LPRs, etc.)
  • In-Country Requirements: USCIS trends, NTAs, status gaps
  • Managing Employment Authorizations for foreign nationals

Networking Lunch

Time Session Details
1 – 2 p.m. Joint Immigration & Tax Lunch

Networking opportunity for all attendees.

Sponsored by Fragomen.

Tax Summit

Afternoon Sessions | 2 – 5:10 p.m. (MT)

Time Session Details
2 – 2:50 p.m. Opening Panel – Around the World in Tax: 2025–2026 Risks and Opportunities
  • U.S.: OB3 impacts, gross-up methodology, policy implications
  • EU & EMEA: Compliance and cross-border challenges (digital compliance, VAT, etc.)
  • India: Regulatory shifts, GCC growth impacts, rebate/concession changes Purpose: Global level set on compliance, policy, and operational risks.
3 – 4 p.m. Three Rounds of Workshops
  • Mobility Tax 101: Fundamentals, gross-up basics, policy linkages
  • Compliance Briefings – 2025 Hot Topics: Legislative changes, audit risks, enforcement trends
  • Maximizing Policies: Cost control, compliance, employee experience
4:10 – 5:10 p.m. Three Rounds of Workshops
  • Intelligent Tax: AI and emerging tech in mobility tax
  • Future of Mobility Tax Data: Predictive analytics, dashboards, actionable insights
  • Adaptive Resilience: Flexible program design, scenario modeling, rapid compliance implementation