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Calendar of Upcoming Events for the ORANGE COUNTY Chapter

Prior Events

Date and Time:2/28/2017 11:00 am
Event:Tax Return Reporting: What You Need to Know and Communicate with Employees - Webinar
Topic:This tax season will continue to bring confusion, uncertainty, and expensive mistakes in IRS forms and requirements, including cost basis reporting. The webinar will help you review the 2017 tax filings and improve communications with your employees to help them prevent mistakes in reporting stock sales from equity compensation. By attending this webinar session, you will learn about:
Location:This is a webinar - Registration will be collected by locally participating NASPP chapters; Webinar link and password will be provided to all participants in mid-February.
Contact:Christina Purvis
Contact Phone:5626739213
Contact Email:christina.purvis@solium.com
Description:

This month the OC Chapter is joining the LA and San Fernando Valley for a webinar on Tax Return Reporting: What You Need to Know and Communicate with Employees

Description: This tax season will continue to bring confusion, uncertainty, and expensive mistakes in IRS forms and requirements, including cost basis reporting. The webinar will help you review the 2017 tax filings and improve communications with your employees to help them prevent mistakes in reporting stock sales from equity compensation. By attending this webinar session, you will learn about:

  • The most common questions asked by employees
  • Costly mistakes made by employees related to tax return reporting of stock compensation
  • Pitfalls that may cause unwanted IRS attention
  • Tax law changes that apply to stock compensation
  • Key points to communicate with employees
  • Resources available, including the Tax Center on myStockOptions.com and from various stock plan providers.

Registration will be collected by locally participating NASPP chapters; Webinar link and password will be provided to all participants in mid-February. 

More Information:
Continuing Education Credits: 1 CEP (Taxation)
Date and Time:3/23/2017 9:00 am
Event:OCNASPP Breakfast meeting
Topic:Looking Deeper into the Minds of Participants
Location:520 Newport Center Drive, 20th floor | Newport Beach, CA 92660
Contact:Christina Purvis
Contact Phone:5626739213
Contact Email:christina.purvis@solium.com
Description:

Looking Deeper into the Minds of Participants 

Description: To better understand participants’ attitudes and perceptions about their company stock plan, Fidelity Stock Plan Services conducted a survey in March and April of 2016. Over 2,100 participants from 140 companies — from both the U.S and outside the U.S. — responded to the survey that focused on loyalty, motivation, comprehension and other perceptions around their equity programs.

Join Emily Cervino, CEP, as she plunges into the inner psyche of participants to share how equity compensation impacts them.  You will learn about participant satisfaction and the drivers than can impact it and dive into participant knowledge and top priorities.  And, the session will address how the growing Millennial population differs from other generations in the workforce. Together, these findings can help you make your equity programs more effective.

 

 

 

More Information:
Date and Time:4/26/2017 9:00 am
Event:OC Chapter Meeting
Topic:TBD
Location:Newport Beach, CA
Contact:Christina Purvis
Contact Phone:56-673-9213
Contact Email:christina.purvis@solium.com
Description:

We will have a presentation with 

Nathan O’Connor, Managing Director, Equity Methods

 
More Information:
Date and Time:6/15/2017 9:00 am
Event:Summer Social Networking Event/Happy Hour
Topic:Happy Hour and networking idea
Location:Irvine or Newport Beach
Contact:Christina Purvis
Contact Phone:5626739213
Contact Email:Christina.purvis@solium.com
Description:

We will host our second annual happy hour for the Chapter with a special guest to pop in.  Stay tuned for more details

More Information: