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What’s on Congress’s Agenda for the Fall – and Will It Affect You?

Will the U.S. Business Tax Rate Change – and Will It Affect You? Join Us August 5 to Find Out.

As we emerge from the global pandemic, we find ourselves already half-way through the first year of the Biden Administration and the 117th Congress. Will federal policymakers be able to reach agreement on top issues of concern to the global mobility and relocation industry – and what might the implications be on U.S. businesses? Will the business tax rate change? What is the current state of all-things real estate and mortgage? What other public policy surprises could be on the way?

Sign up today for the August 5 Worldwide ERC® webinar and gain valuable insight into where public policy is going and how you can help shape it. The following Worldwide ERC® public policy leaders and staff will be a part of the conversation:

  • Real Estate and Mortgage Forum Chair Jay Hershman, Baillie & Hershman
  • Tax Forum Vice Chair, Jen Stein, GTN
  • Regulatory and Compliance Vice Chair Jeff Margolis, SIRVA
  • Rebecca Peters, Worldwide ERC® Vice President of Member Engagement and Public Policy (moderator)

The Speakers

Senior Partner

Jay Hershman. Esq, SCRP
Baillie & Hershman

Jay N. Hershman concentrates his practice in the areas of real estate and relocation law,
including compliance and corporate and business organization. He also holds the designation ofSenior Certified Relocation Professional from the Worldwide Employee Relocation Council(WERC).

Mr. Hershman is a member of the Connecticut, Massachusetts and District of Columbia Bars,and is admitted to practice before the U.S. District Court in the District of Connecticut. He alsoholds a Massachusetts real estate broker license.

Mr. Hershman is currently the Chair of the WERC Real Estate and Mortgage Forum and has seen a member of the Forum since its inception. He has served as a speaker at numerous eventsand training sessions throughout the United States discussing real estate and relocation.

Mr.Hershman is a member of the American, Connecticut, and New Haven County Bar Associations. Additionally, Mr. Hershman has been a member of the Cheshire Fire Department since 1992 and held the rank of Assistant Chief. Mr. Hershman served as the President of the Waterbury Area Fire Chief’s Association.

Executive Vice President & General Counsel

Jeff Margolis

Jeffrey H. Margolis (Jeff) began his career with SIRVA in 1996 as Assistant General Counsel of a relocation management company in Cleveland, Ohio that was acquired by SIRVA in 2002 and formed the basis of SIRVA Relocation. He has held several leadership roles on the legal team and became General Counsel in 2013. He is responsible for all legal and compliance matters for the company and manages it’s legal team. Margolis’ philosophy for the legal team is to work closely with the operations and account management teams at SIRVA to achieve effective and compliant results by helping clients understand the issues and challenges they face—and thus achieve optimal solutions.

Margolis continues to engage in industry activities, including participation as Vice-Chairperson of the Worldwide ERC® Regulatory and Compliance Forum. Prior to joining SIRVA in 1996, he served as a law clerk in the Cuyahoga County Court of Common Pleas, and then served for almost eight years as an Assistant Prosecuting Attorney for the Cuyahoga County Prosecutor in Cleveland, Ohio. Margolis has also worked in private practice, focusing on real estate. He received his bachelor’s degree in economics from the University of Michigan in Ann Arbor Michigan and his Juris Doctorate degree from the Case Western Reserve University School of Law in Cleveland, Ohio.

Managing Director

Jennifer Stein

Jennifer loves working on puzzles and that's how she feels about some the global tax issues she handles for clients. While clients’ projects may look similar on paper, she feels that every employee is unique, bringing her a different challenge to puzzle out. She has lived in Europe two separate times and credits those experiences for helping her appreciate the needs and concerns of international assignees.

She has more than 25 years of experience in expat and foreign national tax preparation and consulting. She joined Global Tax Network in January 2011 and serves as Managing Director for the Great Lakes region. She started her career with Arthur Andersen, and then joined Ernst & Young where she served for over 14 years.

She earned a Bachelor of Science degree in business administration from Drake University in 1991, and a Master's degree in international business with an emphasis in German from Pepperdine University in 1994.

She is an IRS Enrolled Agent.

The Moderators

Vice President, Member Engagement and Public Policy

Rebecca Peters
Worldwide ERC®

Prior to joining Worldwide ERC®, Peters led workplace immigration policy strategy for nearly eight years at the Society for Human Resource Management (SHRM). While at SHRM, she served on the CEO’s Culture Club and was a member of the organization’s senior management team. Before SHRM, Peters was the Director of Government Affairs at the Council for Global Immigration, leading its public policy efforts and the Board’s policy committee for many years. She has also served as a policy chair for the U.S. immigration advocacy coalition Compete America and SHRM’s employer immigration compliance coalition. Earlier in her career, Peters practiced immigration law at a Washington D.C.- based law firm and served as an attorney and policy analyst at the U.S. Department of Justice’s legacy Immigration and Naturalization Service. She was a Presidential Management Fellow and received her J.D. and M.P.A. from Syracuse University’s College of Law and the Maxwell School of Citizenship and Public Affairs, respectively. Peters also currently serves on the Women in Government Relations leadership team as chair of its membership and engagement committee.