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Calendar of Upcoming Events for the LOS ANGELES Chapter

Prior Events

Date and Time:2/28/2017 11:00 am Pacific Time
Event:Joint Webinar Presentation with NASPP SFV Chapter - Tax Return Reporting with Bruce Brumberg, Editor-in-Chief and Co-Founder of myStockOptions.com
Topic:Tax Return Reporting: What You Need to Know and Communicate with Employees
Location:Registration URL: http://w.on24.com/r.htm?e=1372870&s=1&k=870EFE19286BAF5E3FFB695B1ADA5588
Contact:Joanne Wendler, CEP
Contact Phone:626-470-2514
Contact Email:losangeles@naspp.com
Description:

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 filing season 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.

More Information:https://schwab.webex.com/mw3000/mywebex/default.do?service=1&siteurl=schwab&nomenu=true&main_url=%2Fmc3000%2Fe.do%3Fsiteurl%3Dschwab%26AT%3DMI%26EventID%3D490363277%26UID%3D0%26Host%3DQUhTSwAAAAJPPutzenqZmquVn5yy9HCr7UtvHg7P8isxd9bHsLNz6NKxfU_7ml
Continuing Education Credits: 1 CEP (Taxation)
Date and Time:3/22/2017 11:30AM
Event:Los Angeles Chapter Luncheon Meeting - Global Equity Compliance 2.0
Topic:Global Equity Compliance 2.0 - Taking it to the Next Level with Barbara Klementz of Baker McKenzie
Location:Tetra Tech, Inc. 3475 East Foothill Blvd., Pasadena, CA 91107
Contact:Joanne Wendler, CEP
Contact Phone:626-470-2514
Contact Email:losangeles@naspp.com
Description:

If you feel you have a good handle on global compliance issues around equity compensation, let's take it up a notch!  In this fresh presentation, Barbara Klementz of Baker McKenzie will cover a number of complex issues which cause headaches for even the most sophisticated stock plan professionals and global compliance departments.  Issues include:

  • Treatment of awards held by employees on LOA - the merits of a global LOA policy
  • Impact of favorable retirement provisions (based upon age or age + service)
  • Tying equity awards to non-compete / non-solicit covenants
  • Clawback provisions
  • Special global tax issues for awards held by terminated employees
  • Electronic grant acceptance - myths and facts - benefits and risks

Barbara Klementz is the chair of the San Francisco/Palo Alto Global Equity Services subpractice and co-chair of the San Francisco/Palo Alto Compensation and Employment Law Practice Group. She has practiced in the area of global equity and executive compensation for more than sixteen years and serves as a member of the National Association of Stock Plan Professionals, the Global Equity Organization and the San Francisco Bar Association. Ms. Klementz has authored several articles on global equity issues for the BNA Executive Compensation Journal, Journal of Corporate Taxation and San Francisco and Los Angeles Daily Journal, among others. She is also a frequent speaker on a variety of global equity topics. Ms. Klementz is admitted to private practice in California and Düsseldorf, Germany.

More Information:
Continuing Education Credits: 1 CEP (Various)
Date and Time:5/31/2017 11:30AM-1:00PM
Event:Los Angeles Chapter Luncheon Meeting - Mid-Year "State of the Union" with Equity Methods
Topic:State of the Union in Equity Compensation Values and Practices with Josh Schaeffer, Ph.D., Director of Complex Securities Valuation Practice at Equity Methods
Location:Offices of Leaf Group Ltd., 1655 26th Street, Santa Monica, CA 90404. Parking and beverages graciously provided by Leaf Group.
Contact:Joanne Wendler, CEP
Contact Phone:626-470-2514
Contact Email:joanne.wendler@tetratech.com
Description:

Josh Schaeffer leads the complex securities valuation practice for Equity Methods. Drawing from deep experience in valuation of a wide range of financial instruments, Josh is committed to provide valuation solutions that meet client needs and pass the highest level of audit scrutiny.

Josh has worked closely with finance executives across a broad range of public and private firms. He has led teams to value instruments such as equity, debt, and interest rate related derivative securities; executive compensation agreements; private companies; partnerships; earn-outs; and guarantees.

Equity Methods provides fair value measurement, financial reporting, and HR advisory serivces, with a concentration in share-based compensation (ASC 718 and recent updates).

More Information:
Continuing Education Credits: 1 CEP (Accounting)