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Calendar of Upcoming Events for the SAN FERNANDO VALLEY Chapter

Prior Events

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:Register at: http://w.on24.com/r.htm?e=1372870&s=1&k=870EFE19286BAF5E3FFB695B1ADA5588
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, 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
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: