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Calendar of Upcoming Events for the ORANGE COUNTY Chapter

Prior Events

Date and Time:1/11/2018 10:00-12:30 PST
Event:January 2018 Chapter Webinar - The Tax Man Cometh!
Topic:The Tax Man Cometh: Reporting Requirements & Participant Tax Questions- OC Chapter is partnering with our CT Chapter to present this webinar
Location:Webinar
Contact:Christina Purvis
Description:

Winter is coming!  Throw another log on the fire and join us for this timely and informative webinar from the warmth of your home or office. Join us for our annual winter webinar on taxation!  Another year rolls by and it is tax season again.  Along with tax season comes participant questions:  What's my cost basis?  Why is my 1099-B from the brokerage "wrong"?  What is a Form 8949?  Why did I receive a Form 3921/3922 if I didn't sell any shares?  We will discuss these questions as well as what transactions are required to be reported under IRC Section 6039 and reporting transactions on a Form W-2 vs 1099-MISC.  This session will be presented by Sorrell Johnson, CEP and Madori Playford, CEP from Stock & Option Solutions, Inc. and hosted by Solium via GoToWebinar

https://register.gotowebinar.com/register/4977255329877612291

More Information:https://register.gotowebinar.com/register/4977255329877612291
Date and Time:1/31/2018 9:00-11:30
Event:January Chapter Breakfast
Topic:NASPP 2017 Conference Overview - most popular sessions
Location:Merrill Lynch, Pierce, Fenner & Smith Incorporated 520 Newport Center Drive, 20th floor | Newport Beach, CA 92660 Parking to be validated
Contact:Christina Purvis
Description:

Join us for an overview of the most popular sessions from our conference this year. 

 

More information to follow 

More Information: