Welcome to Livitt & Associates
Global Mobility Tax Solutions.
Welcome to Livitt & Associates
Global Mobility Tax Solutions.
Guiding Your Mobility Journey
Our focus is on supporting companies and individuals with their complex cross-border tax and social security compliance as well as providing payroll advisory services, tax planning strategies and policy and process support.
Dive deeper to find solutions to meet all your mobile workforce needs.
What we do
Global Mobility Program Management
Start-ups to growing, established programs, we can audit and align your mobility program to your business objectives, policies and processes to recommend effective and efficient approaches, identify cost savings, and manage your risk and compliance.
Tax, Payroll & Equity Advisory
Specializing in mobility advisory to support your program and deliver personalized and actionable advice tailored for your business. From audit readiness, payroll data management, to risk management and compliance.
Tax Risk & Compliance
US and UK personal tax compliance services for both individuals and global mobility program populations.
High quality, personal tax compliance expertise, wherever you need it.
Remote Work & Business Travel Assessment
Risk analysis, process review and program implementation inline with your company culture and strategy. Including technology recommendations, design, project management and implementation.
Global Mobility Training Sessions
New or experienced to the world of global mobility, if you or your team need any updates or refreshers on topics such as tax equalization, treaties, social security, equity, payroll, compliance, etc., then talk to us about our training sessions tailored to your needs.
Mobile Workforce Workshops
If you have burning issues you want to explore such as:
- new in a leadership role, what should I focus on?
- expansion into new markets, what do I need to do?
- use of technology, what should I consider?
Talk to us about our approach to analyzing, problem solving and actioning your next steps.
What makes us unique
Whether you're an employer, an ambitious entrepreneur, or an individual working abroad, we have the expertise, insights, and unparalleled experience to guide you.
Our services are rooted in over 25 years of multifaceted industry expertise serving all types of companies across different service sectors, with real-life experience.
Connected & Global
We pride ourselves on our strong alliances with a robust network of global mobility advisors, HR specialists, Global Employment Organizations, domestic and international relocation companies and immigration professionals. Our collaborations span the globe, ensuring that you receive the full breadth of mobility expertise.
High Quality & Independent
Extensive hands-on experience across diverse mobility types and industries equip us to offer you solutions of the highest caliber. With Livitt & Associates, you receive unbiased, top-tier services tailored just for you across the full spectrum of mobility tax services.
Personalized & Actionable
Your needs are unique, and so should be the solutions. Every piece of advice we give is meticulously crafted to suit your specific requirements, enabling you to make well-informed decisions that yield tangible results.
Who we are
David Livitt
BSc MA ATT(UK) ACCA(UK) EA(US)
Raleigh, North Carolina
Email - David@livittassociates.com
Tel - +1 908 868 2081
David is an experienced global mobility and international tax specialist. He focuses on advising a range of multinational companies and mobile individuals on the tax, payroll and social security aspects of working cross-border. Whether they are assignees, business travelers or remote workers.
He works primarily with the organizations in the financial services, manufacturing and technology sectors, helping the HR and global mobility functions within organizations build and manage their mobility programs, address technical issues and implement technology projects.
Global Mobility Advisory Alliance (GMAA)
What is the GMAA?
The Global Mobility Advisory Alliance (GMAA) is a collaborative group of independent global mobility specialists who bring clients best-in-class tax, immigration, and social security advisory services, helping manage risk and optimising opportunities for your mobile workforce.
Wherever you are on your global mobility journey, GMAA has the expertise and experience to provide you with the support that you need. We would be delighted to meet you to listen to what your challenges and opportunities are, provide insight and analysis as to what is working well for you and where there are areas of risk, and help you identify and implement actions that will enhance the value of mobility in your business.
What we offer
We provide comprehensive mobility advice to companies and individuals with permanent or temporary cross-border activities, solving complex tax, payroll, immigration, and social security issues. We combine a collaborative approach with experience that brings:
- High Quality & Independent Experience across different workforce mobility types and industries.
- Personalised & Actionable Advice specifically tailored to meet each client's needs.
- Practical, Clear, and Commercial recommendations so that our clients can make informed decisions.
Why choose us?
When you choose GMAA you are choosing to work with a team that brings together extensive expertise and experience gained from both the large global consulting and accounting firms as well as smaller, bespoke consulting practices in the UK and US. Why is this important? We've seen first-hand how managing the risks and compliance obligations created by an internationally mobile workforce is challenging - in different ways - for businesses at different stages of their development cycles, and how these challenges can be overcome in a way which leaves businesses better able to focus on their core activities.
We work together with our clients to ensure that they:
- Feel as though we are all part of the same team, working together to provide timely, pragmatic, and proactive advice on everything from tax, social security and immigration matters to appropriate policy frameworks designed according to their business needs.
- Can tap into our extensive experience with the confidence that the advice provided will be clear and practical. Our clients work directly with senior advisors to ensure the best value for money propositions.
- Will receive independent advice as to what is best for them, be that revising the way that they work with their existing service providers, or perhaps wholesale change.
Who we can help
We are all passionate about providing practical, commercial, and high-quality global mobility services to:
- Start-ups: if you are at the early stages of planning to send your workforce overseas and you’re looking for a team of experienced specialists to help you through the complexities.
- Emerging Mobile Workforces: if you are broadening your activities because your business is growing, or you want to broaden your talent pool.
- Organisations facing a change in approach: from business-driven moves to a greater proportion of employee driven moves.
- Established Mobility Programmes: you may have an established programme and provider and you’re looking for a fresh approach to your strategy, policy and processes and vendor selection.
Alliance Contacts
Clive Fathers
Fathers & Lavan
Tel: +44 (0)7557 330098
Email: clive@fathers-lavan.com
Website: Fathers & Lavan
Clive started his career in the Big 4, working with clients to evolve their mobility policies, keep them up to date with technical changes and coordinate services for them across multinational jurisdictions. After 12 years he decided to work in an environment with smaller global mobility programmes and gained knowledge in several key areas including cross border tax, social security, incentive planning and pension considerations.
Sarah Lavan
Fathers & Lavan
Tel: +44 (0)7788 725927
Email: sarah@fathers-lavan.com
Website: Fathers & Lavan
Sarah worked as a global mobility tax expert for over 30 years in the Big 4 accountancy firms, 19 of which as a partner. She worked across a broad spectrum of clients, from large organisations to smaller teams, helping them to look at global mobility as part of their overall tax strategy, focusing on opportunities international mobility brings to business and individuals. She coordinated broader global tax services to enable clients to manage cost and risk.
John Weekes (Social Security Specialist)
Kingfisher Consulting
Tel: +44 (0)7823 533058
Email: john.weekes@kingfisherconsulting.co.uk
Website: kingfisherconsulting.co.uk
John spent 30 years working in the Big 4, creating and leading the Global Social Security Practice and as Partner responsible for developing a response to the challenges of the European Posted Workers Directive. In both these areas he worked with a wide range of clients from all over the globe, across all industries and at all stages of their Mobility journey.
Anna Bose (Immigration Specialist)
ADBH Advisory
Tel: +44 (0)7983 349404
Email: anna@adbhadvisory.com
Website: adbhadvisory.com
Anna has worked within the immigration sector for over 25 years in the Big 4 accountancy firms, in-house in a large global company and in several boutique immigration practices as well as in the Home Office. She has worked across a wide range of clients, assisting with immigration strategy, compliance, and services. She has the unique combination of experience of government, service provider and client.