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Calendar of Upcoming Events for the PHILADELPHIA Chapter

Prior Events

Date and Time:12/10/2014 8:30 AM
Event:December Philadelphia NASPP Chapter Meeting
Topic:MOBILITY: Taxability, Traceability, Payroll-ability, Survivability
Location:Deloitte Tax LLP, 1700 Market Street, Philadelphia, 19103
Contact:Joel Joseph
Contact Phone:+1(215) 255-1832
Contact Email:jjoseph@radford.com
Description:

An area which continues to come under increasing scrutiny is mobile employees participating in employer equity plans. Despite the ever increasing scrutiny, many companies are still struggling with not only identifying mobile employees but in tacking how to balance the increasingly complex rules on withholding and reporting and the administrative burdens placed on companies.

In this session, Deloitte will lead a discussion on the issues companies face with respect to US domestic and globally mobile employee equity holders. We will explore the technical issues around mobile employees, in addition to providing practical insight into the approaches we see companies adopting. Key discussion topics will include:

•        Who/what is a mobile employee? Identifying and tracking the population.

•        Tax rules around sourcing of income for mobile employees.

•        Employer withholding and reporting obligations.

•        Current regulatory landscape.

•        Practical approaches to risk management.

Join Peter Simeonidis, Principal, and Megan Cuccia, Consultant, from Deloitte as they discuss mobility.

More Information:
Continuing Education Credits: 1.5 CEP (Taxation)
Date and Time:1/6/2015 8:30 AM
Event:January Philadelphia NASPP Chapter Meeting and Studio Tours at QVC
Topic:Post-Vest Holding Periods: The Intersection of Corporate Governance, Plan Design, and Financial Accounting
Location:QVC, 1200 Wilson Drive, West Chester, PA 19380
Contact:Joel Joseph
Contact Phone:+1(215) 255-1832
Contact Email:jjoseph@radford.com
Description:

The inclusion of post-vest holding periods in time-vested and performance-vested restricted stock awards continues to increase in prevalence as employers strive to further align executive compensation programs with corporate governance best practices, and to facilitate compliance with regulatory requirements – such as the incentive compensation disgorgement provisions of Dodd-Frank.  This session will provide an overview of the current corporate governance environment related to mandatory post-vest holdings periods.  The session will also outline competitive practice and administrative challenges presented by post-vest holding periods.  Finally, the session will discuss the financial accounting benefit and reduction in compensation expense that may be realized for awards that include mandatory post-vest holding periods.

More Information:
Continuing Education Credits: 1.5 CEP (Various)