NASPP
Search:
NASPP

Calendar of Upcoming Events for the SAN FERNANDO VALLEY Chapter

Prior Events

Date and Time:12/15/2016 11:30 am
Event:San Fernando Valley NASPP Chapter Lunch Meeting with Deloitte
Topic:"A Global Perspective On Contingent Workers"
Location:American Homes 4 Rent, Spendthrift Conference Room, 2nd Floor, 30601 Agoura Road, Agoura Hills, CA 91301 / 805-413-5300
Contact:Jeff Peak
Contact Phone:800-665-6085
Contact Email:jeffrey.peak@schwab.com
Description:

Presenter:  Paul Gladman, Deloitte Tax

Best practices for contingent workers, including worker classification, managing compliance risks and special categories of workers.

 

More Information:
Date and Time:2/28/2017 11:00 am
Event:San Fernando Valley NASPP Webinar with MyStockOptions.com
Topic:“Tax Return Reporting: What You Need to Know & Communicate With Employees”
Location:Receive the webinar registration invite by emailing: SanFernandoValley@naspp.com
Contact:Jeff Peak
Contact Phone:800-665-6085
Contact Email:jeffrey.peak@schwab.com
Description:

Presenter:  Bruce Brumberg, Editor-in-Chief and Co-Founder, myStockOptions.com

Description: This tax season will continue to bring confusion, uncertainty, and expensive mistakes in IRS forms and requirements. The webinar will help you understand what's new for 2016 filings and communicate 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 and costly mistakes 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
More Information:
Date and Time:3/22/2017 11:30 am
Event:San Fernando Valley & Los Angeles Joint NASPP Chapter Lunch Meeting
Topic:"Global Equity Compliance 2.0 – Taking it to the Next Level" with Barbara Klementz of Baker McKenzie
Location:Tetra Tech, 3475 East Foothill Boulevard, Pasadena, CA 91107
Contact:Jeff Peak
Contact Phone:800-665-6085
Contact Email:jeffrey.peak@schwab.com
Description:

If you feel that you have a good handle on global compliance issues, let’s take it up a notch!  In this presentation, Barbara Klementz of Baker McKenzie will cover a number of complex issues that can cause headaches for even the most sophisticated stock plan professionals:

  • Treatment of awards held by employees on a leave of absence and the merits of a global leave of absence policy
  • Favorable retirement provisions (based on age or age + service)
  • Tying equity awards to non-complete/non-solicitation/confidentiality covenants
  • Clawback provisions
  • The rise of Total Rewards Statements and inclusion of equity awards in TSRs
  • Special tax issues for awards held by terminated employees
  • Electronic acceptance - myths and facts
More Information: